by kschwok

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Gérer le patrimoine de nos clients avec une attention constante

Nous fournissons un large éventail de services englobant toutes les dimensions de la gestion de fortune à des familles et à des particuliers fortunés.

Avec l’aide des spécialistes des différentes classes d’actifs, nous proposons des solutions d’investissement sur mesure, sous la forme de mandats de gestion discrétionnaire et de conseil en placement. Nous offrons également des services de family office facilitant la gestion et la transmission d’un patrimoine familial à travers les générations.

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VOTRE FAMILY OFFICE

Dans un monde infiniment plus complexe, l’intégration de disciplines variées est essentielle pour préserver et dynamiser votre patrimoine familial.  Les objectifs que nous définissons avec les familles avec lesquelles nous travaillons sont uniques et spécifiques aux besoins et aux sensibilités de chacun. Nous proposons des solutions sur mesure, ajustées aux valeurs et aux motivations personnelles de nos clients. Nous gérons votre patrimoine avec attention et vigilance.

Nous faisons preuve de réactivité chaque jour, en mettant nos compétences et notre expérience à l’épreuve – nous ne sommes pas de simples fournisseurs financiers de produits et de services.


OUR VISION


We make sure your family’s providers are working towards the best interests of your family in a highly cost-effective way. Three core tenets form the foundation for everything we do in Wealth Management:

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The firm is an independent advisory firm. We have no financial interest in selling you products, meaning there are no hidden sales agendas or conflicts of interests

We are bound to put our client’s interests first, ahead of our own. The firm is an independent, fee-only fiduciary firm. There are three defining characteristics of an Independent, Fee-Only Fiduciary Firm:

  • We have a legal obligation to put our client’s interests first, ahead of our own
  • We are paid only by our clients, with a simple, transparent advisory fee that removes any actual or potential conflicts of interest that arise from sales-based compensations
  • Our independence from any financial services firm, bank or broker allows us to asses your needs, then make recommendations and help you find the financial services products and services that are right for you, without any sales agenda
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The firm is a committed advocate for your family’s long-term interests

We understand that you have relationships with financial companies that you value. Rather than compete with them, we work with them to be sure they are all working together toward your best interests rather than their own agendas. But, we serve as your advocate with your existing providers by asking:

  • Are the investment products in your portfolio right for your objectives?
  • How much are you paying each provider?
  • Are you paying different providers for the same services?
  • Are your providers communicating with one another about the overall well-being of your wealth enterprise?
  • Is your current investment strategy consistent with your wealth planning activities?

We help your family execute its wealth management in whatever way benefits you the most ensuring you buy smartly, effectively, and only those products and services that are right for you.

לוסיד השקעות פמילי אופיס

The firm is on your family’s side, and no one else’s

In many wealth management relationships, families are at a disadvantage because the bank or brokerage firm puts the interests of the firm before the interests of the family. Instead of receiving advice, families often receive recommendations based on the compensation and incentives the advisor may receive. We are duty-bound to act in our client families’ best interests and are never compensated by any third party for recommendations we make. Ever.


 

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Nos coordonées

3 Rothschild Blvd, Beit Psagot, 19ème étage
Tel-Aviv 68881 Israel

+972 3 516 3279

Pour toute question complémentaire, n’hesitez pas à nous contacter.

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