Services for family offices

Given that our Group stems from a family business specialized in managing the assets of important families, we are particularly well-placed to assist you in setting up and managing your family office.

To help you in your aims, our specialist will evaluate your overall financial situation and objectives, so as to define the best strategy for achieving those objectives.

Our size and international presence enable us to take a very personalized approach, while offering access to a range of first-class services.

We can set up complex legal and financial structures, and if you wish, we can manage:

• the execution of various transactions (cash management, transfers, asset rebalancing, etc.)
• the monitoring of structures and risks
• relations with third-party providers (consultants, portfolio managers, legal and tax advisors, auditors, accountants)
• investment committees