Wealth Management
One clear view of everything the family owns.

Our responsibilities
The work we take off your shoulders.
- I
Consolidated reporting
Regular, readable reports that show the whole of the family's wealth in one place, including assets that banks do not report on, such as property, private companies and collections.
- II
International coordination
We work alongside your lawyers, tax advisors, banks and trustees in each country, make sure they are informed, and keep them working towards the same goals.
- III
Banking and custody
We review banking relationships, negotiate terms, and help families decide where assets should be held and why.
- IV
Property and collections
Homes, estates and art often carry as much meaning as financial assets. We help keep them documented, insured and properly managed.
- V
Administration and records
Important documents, structures and decisions kept in order, so that nothing depends on one person's memory.

Across borders
Families that live in more than one place.
Many of the families we work with have homes, businesses or heirs in several countries. Each jurisdiction has its own rules on tax, inheritance and reporting.
We do not replace the specialists in each place. We make sure they are talking to one another, and that the family receives one coherent answer instead of several partial ones.
By introduction
Bring the whole picture into focus.
Tell us a little about your family and what you would like to put in order. We will listen, ask a few careful questions, and tell you honestly whether we are the right office for you.