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Wealth
Management
Consulting

We provide highly specialized, high-value-add consulting for families with multigenerational wealth who seek to manage their assets with an institutional approach. Our model is defined by a clear commitment to proactive, personalized, and comprehensive service, delivered by a seasoned, multidisciplinary team of professionals.

Consolidation of Asset Information

Leveraging world-class systems to confidentially administer all classes of a client's wealth in a single, integrated platform.

Advisor Coordination

Through the selection and management of investment, legal, accounting, and/or tax advisors leading to a proper and efficient preservation and development of portfolios.

Review and Analysis of Structures

Portfolio and inheritance structures that fully comply with the client's wishes and objectives, within the framework of applicable law.

Financial and Corporate Analysis

For companies, real estate assets, and private loans, by providing clients with objective elements to quantitatively and qualitatively evaluate the associated benefits and risks to facilitate effective decision-making.