Wealth preservation, diversification, expansion
- We share our insights regarding personal investment choices according to the investor‘s risk-return tradeoff
- We offer an extensive selection of financial instruments, ranging from stocks to commodity hedges
- Acting as a personal financial advisor, we provide bespoke investment strategy for each individual investor
- We provide cash management and cater for financing needs
- We prepare asset protection strategies for future generations and consult on inheritance matters
- We find the most suitable legal solution for the tax optimization
- We reach the investment consensus by discussing the possible options directly with the investor or by investing on his behalf
- We manage assets whose value exceed 100 m EUR
Project management
- We take care of the implementation of a vast scope of projects and accompany the investor throughout the whole process – from start to finish
- We share our business management expertise and consult regarding various business related matters/li>
- We provide accounting services/li>
- We manage and develop real estate based projects, implementing different optimization srategies
Partnership that reaches beyond financial advisory
- We assist with philanthropy management
- We consult investors on alternative assets investments (such as art, wine, etc.)
- We provide any other wealth management service needed by an investor
