Family office
Permanent monitoring and optimization of your assets
After inventory, analysis, advice and your defining choices, your family office will be implemented for your total assets. You receive our top service with permanent monitoring. Discover all the possibilities of our independent expertise and operation for your assets.
What do we do for you and your assets?
- regular global reporting on your total assets including real estate, private investments, bank deposits, asset management and collections
- customised benchmarking of all your investments
- analyses of the results based on your goals and ambitions
- monitoring and fine-tuning of the investment managers, asset managers, private equity portfolio
- follow-up on administration, digital archive with contracts and correspondence
- follow-up on fiscal and legal matters in response to external factors such as legislative changes and market conditions
- cooperation with and coordination of your external advisors, shorter lines of communication and very targeted (time-saving) requests to advisors
- follow-up of structural and family changes