Our financial advisors meet with you to map out your family's existing holdings and unique requirements and wishes. Our analysts recommend suitable products to be compiled in your recommended investment portfolio; depending on the level of risk you are willing to take these may include stocks and shares, venture funding, real estate investments and commodities. All the financial products we offer undergo a stringent due diligence process before we offer them to our customers.
In addition to traditional avenues of investment we offer access to unique and exciting new tech and IT markets in the developing world. We offer you ground floor access to some of the most promising tech companies in the world; we offer them initial seed financing and accompany and invest in them along the way, bringing them to commercial viability.
Perhaps the most important aspect to take into account when contemplating working with a family office is planning for the future of your holdings across generations, while taking into account all facets of the process, including tax planning, estate planning, wealth protection, and smooth business succession. In order to be better prepared for any eventuality we take all of your holdings into account, wherever they are in the world. Our legal and tax planning experts take each generation's unique needs when planning the best estate and wealth management plan for your family.
In the event of substantial real estate holdings we are here to help you manage your property portfolio on a day to day basis. We can help you set up a new property portfolio, or manage your existing holdings. We take the headache of day to day management off your hands, and deal with all aspects of managing your property portfolio on your behalf.
We compile regular financial status reports and present them to you regularly. In addition your up to date financial status is available to you on our customer login page.
We employ an independent external accountancy firm to carry out regular audits of our financial activity.
Whether you require us to plan and book your next business trip, handle your shopping, book restaurants or event tickets, find and hire housekeeping and domestic staff, organize a private or business event, organize and handle your bills; our highly experienced concierge service crew will handle all this and more on your behalf. We are here to make your life easier.