We focus on the effective management of the various day-to-day activities associated with wealthy families. As a result, the family is able to focus on enjoying their lives allowing us to take care of the more cumbersome aspects of wealth management. There are two principal areas in which we provide assistance to the family: management of personal family matters; a dedicated travel and concierge service.
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Personal Family Matters:

We have the knowledge, discretion and experience to deal sensitively with issues arising within the family in which we are asked to get involved. This can include the following:

• Making progress of relocation and obtaining of citizenship smooth and fast
• Establishment of bank accounts including dealing with issues of compliance
• Acquisition of personal homes and negotiating terms of financing with banks
• Supporting educational needs for the younger generation of the family
• Arranging personal insurance policies (health insurance and travel insurance)
• Dealing with financial support for family members
• Changes in wealth structures or beneficiaries arising from family events
• Dealing with providers of personal services to the family (doctors, lifestyle managers)
• Organizing financial and background checks on business partners and other contacts.

 Leisure:

We make sure your free time will be dedicated to relaxation and not to handling of service providers:

• Liaison with hotel management to ensure that client needs are communicated before arrival
• Dealing with urgent issues or queries for travel arrangements
• Private jet bookings, including all ancillary services such as private car transfers, liaison with air handlers, and catering requirements
• Scheduled air transport services – we work with the leading travel agents to ensure that the best available price is sourced for any specific travel need
• Liaison with the clients’ families for gifts, travel, events, and parties
• Organizing membership for private clubs and societies.