Multi Family Office

 

The Multi Family Office structure provides independent expert advice endowing its clients with a range of services that lets them decide how best to manage the complexity of their financial lives.

Services

• Global Asset Allocation and Investment Strategy Consulting.

• Comprehensive Performance Reporting.

• Investment Manager Selection and Monitoring.

 

• Document Management and Recordkeeping.

• Succession Planning.

• Comprehensive Financial Planning.

• Tax and Structure Planning.

• Risk management.

 

Benefits

• We help our clients manage their financial assets – we do not manage them.

 

• Most clients are specialized in other areas and don´t have spare time for their portfolio management. We have a professional and dedicated team with extensive financial markets experience.

• Financial markets are living a time of great instability and we do not see an improvement in the near future. We work to reduce this uncertainty’s effects.

• Our independence allows us to provide an advisory shielded from conflicts of interest.

• The service pays for itself.

• Confidentiality and secrecy of clients guaranteed.

 

• Portfolio management optimization.

 

Financial Risk Management

 

Benefits

• We help our clients manage their financial assets

– we do not manage them.

• Most clients are specialized in other areas and don´t have spare time for their portfolio management. We have a professional and dedicated team with extensive financial markets experience.

 

• Financial markets are living a time of great instability and we do not see an improvement in the near future. We work to reduce this uncertainty’s effects.

• Our independence allows us to provide an advisory shielded from conflicts of interest.

• The service pays for itself.

 

• Confidentiality and secrecy of clients guaranteed.

 

• Portfolio management optimization.

 

Services

• Financial risks assessment.

• Development of customized financial risks hedging solutions.

• Dynamic risk management.

 

Benefits

• We help our clients assess and manage their financial risks.

• Most companies are not  big enough to have a risk management department. The importance of this topic together with the financial markets natural instability justify the services we provide.

• Our independence allows us to provide an advisory shielded from conflicts of interest.

• The Service mitigates uncertainty.

• Confidentiality and secrecy of clients guaranteed.

• Corporate financial management optimization.