SERVICES - SOLUTIONS
FAMILY OFFICE
BUSINESS CONSULTANCY
A customised service designed to protect and manage family and business assets in an independent manner with a specialised approach. A Family Office is an organisation that supports different key areas of family or business matters (financial, legal, corporate, taxation and inheritance) for families with significant assets, to establish, control and improve profitability and operation of family companies and assets.
I Need these servicesif I want to...
- My family has significant assets that require management.
- If I decide to sell part of the business or invest in others.
- If I have not separated my personal assets from those of the company.
- If I want to unify management of different areas.
Families with significant assets often make investments and/or decide to sell a part of their business or to invest in others, acquiring extensive family and corporate assets. However, in most cases they do not have an integral asset management strategy, they are not specialised financiers, they do not manage their assets and most importantly, they do not separate their family assets from their business assets, putting what they have achieved over the years at risk.
Methodology
- Offering a service to families with significant asset portfolios, which is outstanding for its high level of independence, objectivity, with a multidisciplinary approach and overall vision. Putting together a team of specialists in different areas, managed and coordinated by a single contact person for efficient yet specialised management of family and corporate assets.
This impartial and integrated consultancy service is coordinated and collaborates with the family’s usual advisors, to ensure cohesion and family harmony.
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