Wealth management is not just about constructing an investment portfolio. It is also about taking a holistic, global, and personalised approach identifying your needs, goals and providing long-term solutions. Whether it is about your plans regarding retirement, relocation or cross-border tax situation, our team can help you create a solid strategy for tomorrow:
- Evaluation of the overall financial situation.
- Determining the objectives, risk profiles and philosophy of the family.
- Savvier financial decisions based on a deeper understanding of family wealth.
- Managing currency exposure.
- Managing liquidity, analysis of short- and medium-term requirements and long-term objectives.
- Establishing frameworks for evaluating unique investment opportunities for family real estate, alternative asset classes, emerging markets.