Our main objective as a Multi-Family Office is to offer every client integrated and independent service, personally assisting them in managing their wealth with a customized plan designed to meet their unique needs.
To ensure comprehensive wealth management, we've established seven fundamental pillars, each tackled via strategic alliances with experts.
Integrated Management
- Open Architecture
- Objective fulfillment
- Consolidated vision and unified strategy
- Backing from a leading institution in the financial market
Account consolidation
- Comprehensive and flexible reporting from different financial institutions
- Technology that allows viewing consolidated information online
- Cost reporting
- Instrument analysis
- Limit control analysis
7 basic pillars in alliance with experts
- Family governance
- Wealth planning
- Tax advisory
- Real estate
- Innovation and technology
- Philanthropy
- Corporate governance & Business ethics
Robust operating model
- Experienced team
- Methodology backed by cutting-edge academic literature
- Investment committee
- Product committee
- Alternative assets program committee
- Alternative program committee
