Strategic consulting include :
- wealth planning (reorganization; transfer of residence, etc.)
- financial planning (asset allocation and monitoring; access to confidential investments),
- family matters (transmission and corporate governance)
Concierge services include:
- monitoring of assets,
- property management,
- periodic scoreboard with consolidated reporting of all assets,
- monitoring of tax impacts when making investment decisions
Estate planning:
- tax watch,
- consolidated Reporting of global family wealth.