Our services

Investment Management

  • Investment Advisory, Strategic and Tactical Asset Allocation

  • Portfolio Analysis and Risk Management

  • Global Custody View and Consolidation of Financial and Non-Financial Assets

  • Real Asset Advisory and Financing Arrangements

  • Club Deals, Private Equity and Investment Opportunities

  • Fee Negotiations

Estate Planning

  • Wealth Structuring

  • Succession Planning

  • Relocation Support

  • Fee Negotiations

  • Concierge services

  • Art and other collectibles

  • Cyber Security

  • Philanthropy and Sustainability, Impact Investment

  • Fee Negotiations

Multi-Family Office Services

“Enhancing private wealth for generations”