Anticipation is essential to achieving these goals. As a "conductor," we work hand in hand with you and your/our partners to help you make the right decisions.
The Family Office mandate, like the Letter of Engagement, allows us to coordinate with your/our various partners (lawyers, notaries, fiduciaries, and bankers) to finalize the expected solutions. With our multidisciplinary expertise, our services range from wealth structuring to family governance, from financing solutions to real estate management, private equity advisory to philanthropic project development.
These specific questions always require personalized responses that combine human relations, business relationships, and more technical relationships. Our mission is to structure, develop, and sustain your wealth independently while preserving family coherence in a long-term, intergenerational vision.