Our Service enables families to manage and monitor their total assets (in terms not only of performance but also of risk exposure), some of which require more skills than is provided by a classic management service due to the complicated nature and diversity of the assets themselves. Our company can cover the needs of the client as much in wealth management (which includes asset management, transfer and protection of assets, succession and tax planning) as in risk management (risk analysis and management of assets, research methods to ensure the safety of the family and the business). Our added value is our ability to offer an independent, specialised and multi- cultural service, enabling the customer to have an overview and consolidated administration of assets through shared management of the associated costs.

Fortune Consolidate Report
We are able to analyse and consolidate the entire fortune of each single family.
Wealth Management
  • Asset management
  • Protection and transfer of assets
  • Succession planning
  • Tax planning
Risk Management
  • Analysis and risk management on the global fortune
  • Solutions for family security and business protection