You deserve the comfort
Today developing and monitoring your assets is a challenge. You want independent advice, clear agreements, and more time. Independent expertise is essential but hard to find.
Time is your most precious commodity. Looking after your financial interests is what we can do for you. Even if you work with big names in the banking industry. Independency makes all the difference to your wealth and well-being.
We provide the time to get to know you and your assets, make in-depth analyses of the current situation and guide you every step of the way. You can count on a personal, discreet approach and good consultation. Woomany is your advisor and guide for your assets.
Our working method is structured, personalized, and fully tailored to your goals and ambitions.
During a personal meeting, we discuss your situation and wealth accumulation. It is particularly important for us to fully understand your goals and ambitions. This is central to everything we can do for you through the three pillars of our operation financial engineering, family governance and family office. During this meeting, we will jointly evaluate what your needs are and what form of cooperation best suits you and your situation.
Independent expertise in the financial world
Governance for the well-being of you and your family
Permanent monitoring and optimization of your assets
Your satisfaction is our goal
We enter a personal and discreet relationship with you based on your needs and expectations. You will quickly get used to the comfort of an independent financial expert. Our advice is specific to you. Because of our long-term relationship, we know you like no other. This makes you feel comfortable anywhere in the world and anytime. We carry out your wishes with the greatest care. Your satisfaction is our main goal.
Our guarantees for your satisfaction:
- an in-depth analysis of your situation, your objectives and ambitions
- a dedicated sparring partner for all aspects of your patrimony
- permanent service, short communication lines and direct follow-up
- expert and concrete advice
- years of experience with very large assets
- reliability and discretion
- professional and structured working method
- international network of renowned specialists and partners
Woomany was the nickname Winston Churchill gave to his confidante. He wrote to her as follows:
“Mrs. Everest – Woomany- it was, who looked after me and tended all my wants. It was to her to whom I poured out all my many troubles …”
Our working method in concrete
- Taking stock of your assets and current situation, both family and financial; we map this out together
- clarification of your objectives and ambitions; what do you want to achieve (or not) with your assets, what are your assets used for?
- we analyse your situation, your assets and combine this with your goals and ambitions for the future
- we discuss this broadly based analysis in detail with you
- you receive extensive and concrete advice in a strategic plan
- we discuss the possibilities for execution and implementation
In a conversation we would like to get to know you.
Our personal and discrete relationship with you begins with a good mutual understanding. Together with you, we think in the long term and build up mutual trust. We take the time for you and your questions about your assets. Would you like an appointment? We will be happy to talk with you.