Administrative Services
Family Meetings
Tax Services
Wealth Management
Wealth Transfer
The process of succession planning involves finding and grooming future leaders who can take over from established ones in the event of their departure, retirement, or passing.
The Consolidation of Accounts service, will offer a Balance Sheet approach towards our clients. It will present a detailed report about the market value of all the client’s assets & liabilities
An efficient Succession Plan, tackles these points through setting up a sound Corporate Governance and in parallel structuring a Family Constitution
A system of shared decision-making, typically by a board of directors and a family council, known as Family Governance supports the owner family in managing its relationship with its wealth and businesses
Study includes site visits, photographs, detailed description and legal aspect. A final report will be issued in soft and hard copies.
Philanthropy is among our services, towards which most wealthy families are being directed. This fact creates a supreme purpose activity to implicate all the family members