Portfolio

Analysis and Reporting

• Consolidation of financial assets, breakdown analysis and customized financial reporting

• Coordination and administration of financial relationships

• Assistance in fulfilling compliance and regulatory requirements with financial institutions

Wealth Management

• Evaluation of Investment Profile

• Analysis of investment portfolio and risk assessment

• Provision of asset allocation recommendations (advisory) and execution (discretionary) in accordance with profile

• Negotiation of cost savings and special conditions with financial institutions and professional service providers

Corporate and Legal Oversight

• Coordination and oversight of the formation of trusts and other succession planning strategies

• Review and implementation of optimal bank distribution

• Assistance in the establishment of companies and special purpose vehicles

• Assistance in the evaluation of tax and wealth planning alternatives

Client Representation

• Dedicated relationships with several banks

• Management of our clients’ portfolios with full transparency

• Cost savings when buying and selling securities

• Financial assets remain in the bank account under the client’s name