ASSIGNMENT
Our client families rely on us to:
SAFEGUARD FAMILY UNITY
- Define a family strategy
- Organize family governance
- Succession planning
- Monitor shared assets’ holding vehicles
- Ensure inter-generational cohesion
INCREASE ASSETS
- Define investment goals
- Build a Bill of specifications
- Define and monitor strategic allocation
- Streamline and negotiate costs
- Select asset managers and depositaries
PRESERVE CAPITAL
- Diversify assets and risks
- Measure performances, risks and costs
- Monitor asset managers
- Set up a tailored consolidated data report system
ADVISE AND SECURE
- Select, coordinate and supervise advisors and other service providers
- Train and safeguard future generations
- Simplify and record wealth choices
- Provide administrative services
DIFFERENCES
- Our family investor identity
- Our critical mass and ability to pool interests, costs and experience
- Our international network of asset managers, advisors and families, patiently built up over time
- Our team of highly experienced professionals serving some of the main European Families
- Our resources and information systems
AGRÉMENTS
- AMF accreditation (French financial markets regulator),
Financial Investment Advisor E003067 - ACPR accreditation (French banking and insurance supervisor),
Intermédiaire en Assurances ORIAS 10057135 - Member of the National Association of Financial Advisors,
ANACOFI and ANACOFI CIF