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