Our Services

Investment Strategy
& Management
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  • Asset allocation and¬†portfolio construction
  • Direct investment management
  • Cost and fee evaluation
  • Consolidated performance measurement and reporting
  • Concentrated position analysis
  • Hedging
  • Alternative investments
  • Private investment analysis

Family Planning
& Advisory
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  • Professional adviser and service provider coordination
  • Investment-related tax review
  • Estate planning and wealth transfer
  • Private (equity) business advisory
  • Debt financing and credit negotiation
  • Philanthropic and gift planning
  • Family education and governance
  • Life insurance review
  • Detailed investment policy statement

Organizational
Support
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  • Customized holistic reporting
  • Record-keeping and document management
  • Cash management
  • Facilitation of asset transfers and cash disbursements
  • Cash flow analysis
  • Legal entity review
  • Transaction reconciliation
  • Liquid and illiquid investments
  • Financial and non-financial assets