Extended Services

Besides our core services, we also offer customized services aimed at fulfilling each and every one of our client’s needs. Please feel free to contact us to discuss any additional needs that you might have.

Family Governance

  • Definition of a family codex and organization of family meetings
  • Succession and legacy planning (education and training)
  • Reporting and record keeping
  • Administrative services

Trust & Corporate Administration

  • Set up of new structures
  • Administration of structures in compliance with local regulations

Financial Planning

  • Retirement and pension planning
  • Charity and philanthropic planning and strategy
  • Estate and wealth transfer
  • Business and financial advisory

Real Estate Services

  • General management of real estate
  • Implementation of intergenerational estate transfer plans

Accounting and Fiduciary Services

  • Book keeping
  • Automatization of data
  • Elaboration of balance sheets and profit & loss statements

Customized Services

  • Life management
  • Butler and chauffeur service
  • Gift service

Global Mobility & Lifestyle

  • Administration of credit cards, foreign currency management, etc.
  • Management of holiday properties, private jets and yachts

Relocation Abroad

  • Analysis of tax and other benefits of residency abroad
  • Organizing visas, residence and work permits

Wealth Preservation & Asset Protection

  • Assistance in the design of strategies for asset protection (creditors, political instability, etc.)

Insurance Services

  • Analysis of insurance coverage
  • Provision of insurances (life, disability, professional, health, property, etc.)