wealth management
encompasses so much more
than investing”
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.