When wealth is spread across several banks, investment houses, funds and policies, it is hard to know what you really hold, what it costs in fees and what the family’s true exposure is. The result is usually duplication, unnecessary costs and decisions made without the full picture.
What it includes
- A complete map of your assets: pensions, provident and study funds, savings and insurance policies, investment portfolios and other holdings.
- Consolidated reports and periodic monitoring of returns and management fees.
- A review of diversification, liquidity and risk at the level of the whole family, not just the product.
- Coordination between investment houses, insurers, accountants and lawyers.
- A periodic review meeting, and an updated picture whenever something changes.
Who it is for
- Families whose wealth is spread across several institutions.
- Business owners and entrepreneurs who want to separate business wealth from family wealth.
- Anyone who wants one party that sees the whole picture.
We are not portfolio managers or investment advisers. Portfolio management and investment advice are provided by entities licensed under the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law, and we coordinate the work with them.