IT’S A MATTER OF VALUES —
FAMILY VALUES
We understand that family values represent foundation stone which allow us to have a purpose in life. Every family has different needs and requires an individual approach. We strive for modern solutions by preserving traditional values.
The management of a family fortune deserves as much care as the management of a company. It is undisputed that the existence of a company should be oriented towards longterm. In this respect, we are of the view that all efforts must be directed towards increasing the assets and passing them on to the next generation.
We are experts in bridging the cultural gaps and our experts and collaborators bring the meaningful mutual understanding among members from different cultures.
By collaborating with a wide range of experts and strategic partners around the world, we achieve the best results in the interests of our clients.
We provide the following services:
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Establishing a solid foundation for the future of your family
Advice and consultancy on the design and implementation of its own Family Office structure
Administration of family office affairs
Negotiation of bank conditions and the selecting, monitoring and evaluation of custodian banks
Controlling, monitoring and evaluating the banking relationships and portfolio management
Management and administration of insurance and bank accounts
Estate and succession planning
Guidance and control of the issues related to the family economy (relationships with social security, taxes, etc.)
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Corporate law, such as company foundation and re-structuring
Corporate services
Immigration & relocation services
Philanthropy
Bank account and compliance matter services
M&A, financial transactions, corporate and real estate transactions
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360-degree lifestyle services tailor-made for your family with a broad range of business services
Property management and real estate management services
Yacht & private jet services
Personal assistance services
