We help entrepreneurs, families, trustees and private companies with their investments. We provide independent advice based on established research methods, and our experts have in-depth sector knowledge in Family Office services and Wealth Management. We strive to give expert advice and support based on our financial expertise and strong client focus.
CORE VALUES
We are focusing on servicing the sophisticated needs of wealthy families. Benefit from our personal financial advisors' insights and best practices so you can fully understand the changing trends that may impact you.
What is a Family Office?
A Family Office is an organization a wealthy family sets up by hiring a wide range of professionals across multiple disciplines – taxes, estate planning, accounting, bookkeeping, investing, etc. – to work for them and help them manage and execute their wealth management activities.
What is the difference between a Family Office, my private banker and my asset manager?
The difference is independence. Family offices ideally are not affiliated with any bank, financial institution or asset manager. The advice they provide is strictly objective and without the conflict of a sales mandate or a financial interest in selling particular financial products or services. A wealth manager comes in many legal forms – private bank, trust company, brokerage firm, family office, multi-family office, financial planner, etc.
Do I have to change banks?
There is no need for you to change banks. As your advocate, we work with each of your service providers to be sure they are working toward your best interests. Through consolidated reporting, we review transactions, confirm pricing, review commissions, identify errors and see that what you agreed to pay is what you are being charged.