Your private office according to us

We set up your Private Office to ensure you have comprehensive oversight and control. A private office that:

• Takes care of all the necessary “hassles”: you get the benefits, but not the burdens. 
• Maps and administers your entire ‘collective memory’; for yourself and for your loved ones. Only when mapped will we consider what investment and asset management strategy to deploy – in that order. 
• Is accessible online 24/7 for you, your family, and trusted advisors worldwide. 
• Is built on three important, correlated pillars:

1. Governance

• Drafting and monitoring your family statute or investment policy statement.
• Standing by your side with advice, while also being willing to provide critical feedback.
• Implementing a four-eyes principle for investments, assets, and cash flows within your wealth.
• Monitoring the financial, tax, notarial, and administrative domains.

2. Wealth Management

• Structuring and managing your investment portfolio.
• Providing current and integrated asset overviews of your entire wealth.
• Cost control and monitoring.

3. Orchestration

• Monitoring the family statute and guiding the next generation.
• File monitoring for all your service providers and serving as the first point of contact for compliance.
• Administrative support—and where necessary, annual accounts—of all your personal and business cash flows.
• Document management, decision lists, minutes, and follow-up.
• Managing insurance, mortgages, debt instruments, and related obligations.

Smooth Transition

Worried about transitioning to our private office? There’s really no need: our transition service ensures that we handle all issues and to-do items so you can effortlessly start enjoying our services.