Family Office

We support wealthy individuals and families seeking professional advice on financial matters. 


  • Inheritances and gifts, including the drafting of wills. 
  • Charitable giving, setting up a charity foundation, or placing targeted donations and gifts 
  • Insurance management 
  • Support and advice on the establishment of new companies, the expansion or development of companies or the restructuring of groups of companies. 



We guarantee the highest level of discretion, confidentiality and personal service. We take care of your private financial office work tailored to your individual needs and advise you on investment decisions.


Your Family 360° Protection comprises the eight areas 

  • Family & Children 
  • Investments 
  • Trusts 
  • Wealth Transfer 
  • Risk Management 
  • Philantropic Management 
  • Trusted Advisors 
  • Business Development


Family & Children

Support of Private Life


We assist your family and your children in finding an adequate institution for education and school and to get a resident permits. We support your family to find the right residence according to your need, security, health and lifestyle. We help you building up a business and social network. 


  • Education/School
  • Resident permits
  • Residence/Household
  • Security, Health & Lifestyle
  • Business & Social Network, etc.
  • Personal assistance (PA)
  • Travel arrangements
  • Document management and storage

Investments

We define your risk profile, we are modelling an investment plan, and we are setting up your personal portfolio. We manage your investments and we will report about your earnings and yield periodically.

  • Investment Advice and Support in Portfolio Management
  • Retirement Planning, etc.


Trusts

We support, assist and advice you to find independent Trustees or Foundations to protect your assets in every respect.



  • Asset protection
  • Advice
  • Trust Organisation

Wealth Transfer

We assist and support you with your estate plans (buying, holding, managing, selling or reorganizing your portfolio). We consult and find the right partner or successor for your business.



  • Consultation
  • Estate Planning 
  • Business Succession
  • Etc.

Risk Management

We find the right liability, health and property insurance and coverage in accordance to your risk profile and needs. We establish your tax planning, we consult and advice you in respect of complying with legal compliance and executive compensation.



  • Liability insurance
  • Tax planning
  • Compliance
  • Executive Compensation

Philantropic Management

We support you in setting up a charity foundation or welfare organization. We help you to find the right organization donations.



  • Foundations
  • Charity
  • Planned Giving
  • Etc.

Trusted Advisors

We bring you together with advisors such as attorney, notary, tax or incurrence advisors, and accountant or image consultant.



  • Attorneys, Notary
  • Tax Advisors
  • Insurance Advisors
  • Accountants
  • Image Advisors
  • Etc.

Business Development

We consult and help managing your company, advice you with your merger and acquisitions plans or private equity. We support you in finding interesting real estate projects as well as exclusive investments.



  • Continuity of the company
  • M & A, Private Equity
  • Exclusive Investments
  • Real Estate etc.

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