Services summary
Area 1
- ASSET MANAGEMENT
- INVESTMENT ADVISORY
- CONSULTING AND MANAGEMENT OF BANK RELATIONS
Area 2
- MONITORING OF BANK SERVICES IN VARIOUS COUNTRIES
- CORPORATE MANAGEMENT AND ACCOUNTING
- ASSESSMENT AND INSURANCE MANAGEMENT
Area 3
- CORPORATE FINANCE
- LEGAL SERVICES
- REAL ESTATE
Area 4
- DISCRETIONAL MANDATES
- INTERNATIONAL FISCAL PLANNING
- PRIVACY AND WEALTH PROTECTION
ASSET MANAGEMENT
Solution:
- Analysis of families’ investment objectives
- Risk profiling
- Time framing
- Global asset allocation and investment strategy
- Portfolio management discipline aimed at goal achievement
- Risk optimization
- Consolidated periodical reports of a multi bank management
INVESTMENT ADVISORY
- Analysis of unlisted securities
- Alternative investment propositions
- De-correlated investments (corporate, NPLs, life settlement, others).
ADVISORY AND MANAGEMENT OF BANK RELATIONS
- Assessment and optimization of the relationship between the client and his current commercial partner (bank) and its management
- New and more effective bank relationships aligned with the client’s needs
OFFER MONITORING OF BANK SERVICES IN VARIOUS COUNTRIES
- Monitoring and advisory of international bank services for any client’s needs
- Operations centrality in Switzerland for money management (bank expertise and country’s safety).
CORPORATE MANAGEMENT AND ACCOUNTING
- Establishing companies in Switzerland and anywhere in the world
- Basic accounting
- Relations with fiscal authorities of different countries
- Paying system and relative international formalities
- Residency permit for employees and passports
- Assignment of trustee
ASSESSMENT AND INSURANCE MANAGEMENT
- Analysis of the client’s insurance structure
- Selection and offer of counterparts to optimize costs and coverage
- Specific risk policy
- Private policy for asset management ( selection of the depositary bank and its management)
CORPORATE FINANCE
- Leverage buyout
- Structured finance
- Private equity
LEGAL SERVICES
- Selection of most convenient jurisdiction for the business
- Succession planning (last will, testamentary redaction)
- Trademark and patent
REAL ESTATE SERVICES
- Real estate consultancy
- Propriety research and valuation
- Real estate portfolio management
- Administrative support
- Real estate financing
DISCRETIONAL MANDATES
INTERNATIONAL FISCAL PLANNING
PRIVACY AND WEALTH PROTECTION
OTHER
- Children education and educational planning, tutoring
- philanthropy and fiscal effects, (fund raising…)
- Alternative investments: vintage cars, art, jewels, wine, wineries and raw materials.