Family Office in a Box
Comprehensive services regarding family, wealth and beyond - all what you need from a family office.
Family Governance Framework
Effective family governance instruments to set shared values to balance your preferences and ideals with your goals and objectives.
- Family Charter
- Family Council
- Estate Planning
Consolidated Reporting
Full transparency across all your bankable and non-bankable assets, through consolidated reporting with tailored analytics features.
- No need for physical concentration of all your wealth at one place.
- Unparalleled transparency, control and oversight of your global assets.
- Data security & confidentiality are highest priority.
- Operated by financial analysts that have expertise and training in all areas of investment finance.
Overlay Risk Management
Cost-effective downside protection tailored to your needs and risk budget, embedded in overall investment process.
- Systematic risk control and disciplined risk reduction managed centrally
- Implementation with futures and forwards
- Reduction of large losses and tail risks
- Underlying portfolios can be managed by multiple managers
CIO Investment Committee
A joint investment committee led by our CIO, decision making body with your selected family members.
Private & Philanthropy Services
Concierge services, find school, longevity ... or something else you need?
Business & Networking Services
We simplify your daily collaboration with advisors, investment managers and connect you with peers.
