Family or personal wealth should be managed, as a whole, as if it were a corporation. Maximizing revenues; controlling expenses thoroughly and permanently. Setting medium and long term objectives, designing a strategy, and tacking suitable tactics accordingly. With continuous and immediately available information to investors allowing a comprehensive view of the wealth at all times.
We have the human and technological means to address these needs. We offer our clients a bespoke, prompt, high-quality service intended to increase efficiency, both in terms of investment execution and monitoring (permanent costs review).