MANAGING AND PRESERVING WEALTH FOR CURRENT AND FUTURE GENERATIONS
Full Range of Essential Management Services
Our bespoke service addresses the needs of each client
- Access to and execution of top-tier investment opportunities, including direct access to Private Equity, Hedge Fund, and Private investments
- Proprietary consolidation of all reporting from numerous institutions or custodians into one format across asset classes, geographic location and jurisdiction
- “Overall tax picture” coordination across multiple jurisdictions relying on, and in close cooperation with, clients’ individual tax advisers in each country
- Cost monitoring and (re)negotiation with custodians and asset-managing institutions
- Oversight of third-party managers – including reviewing of investment terms, defining and monitoring of performance evaluation metrics – with a view to providing effective input to the decision making relating to such parties' continued involvement
- Due diligence and management/supervision of illiquid or non-deposited investment assets (forestry, land, operating/producing assets)
- Active exploration of the global investment landscape and real-time input for sophisticated decision-making
