A Full-Service Multi-Family Office
INTERGENERATIONAL PLANNING
Family Council &
Constitution
Trusts & Estates
Tax Planning
Global proprietary
investments funds
Property management
Art and collectibles
Precious metals
GLOBAL EXPERT NETWORK
Access to best
opportunities in
Business expansion
Nuptial advisory
Medical Care
Immigration
Education
Tourism
DOCUMENT MANAGEMENT
Consolidated investment
reporting
Centralized depository for
personal
Family documentation
Nominee Services
INSPIRATION
Join a global community of
successful, close knit,
families and investment partners
Life & Family Challenges
Life enjoyment
How can I get the most out
of my time?
How do I plan for retirement?
How do I protect my assets?
My impact
Can I change my company,
Industry or society?
How do I give back?
My legacy
How do I want to
be remembered?
Relationship with children
How much
responsibility
do I give to them?
Threats to the family
What damage could arise
from a death, divorce or
other change?
Family harmony
How can our
family be more
loving and in sync?
How do we improve communication?
A Sustainable Foundation &
Multi-Generational Approach
We are clients
Our owners are clients
Their feedback allows us to minimize
risks and optimize our service
Family owned
Ultimately, we
answer to people,
not retail or
institutional
shareholders
Values driven
Traditional values of
respect for families,
human decency, and
collaborative partnership
underlie our work
Long term vision
We operate on a multi generational
basis
Decision are made with an eye on sustainability