Wealth protection

 

Protection planning and security on family assets and business interests, ensuring a safely transfer to the next generation through the establishment of Trusts, Foundations, specialized investment funds and the set-up and registration of Wills.

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Wealth consolidation 

 

Holistic family wealth reporting solution, which enables aggregated view of financial and non-financial assets, enlightens understanding of performance, and enrichens the decision-making process.

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Asset reporting

 

Reporting engine that enables a structured reporting and a consolidated view of global family assets (financial, real estate, venture, alternative, art, other types of investments), while granting performance metrics and risk assessment monitoring tools.

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Income reporting

 

Extensive breakdown and reporting of income by asset types, assets classes and instruments, while segregating geographical location, and exchange difference incidence, which addresses the increasing management and tax reporting requirements, which have grown in complexity.

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