Our Services
Helping you make the right decision.
Art Deals
We understand that navigating the complex landscape of art investments requires expertise and a discerning eye. Our Art Concierge is your expert representative, guiding you through every step of the process.
Acting for renowned private art collectors and corporates alike, we provide tailored advice and strategic insights to help you make informed decisions.
With our deep knowledge of the market and dedication to your unique needs, we are your trusted and indispensable partner in the art world, ensuring that your deals not only enhance your collection but also yield long-term value.
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Wealth Consultancy
Our wealth consultancy services are designed to address the unique needs of your entities, with a focus on preserving and growing your wealth through strategic investment and comprehensive risk management.
• Personalized Advisory: Custom investment strategies aligned with your entities' financial goals and risk tolerance.
• Asset Allocation and Diversification: Strategic asset distribution to maximize returns while minimizing risk.
• Risk Management and Mitigation: Proactive identification and mitigation of potential financial risks.
• Performance Reporting and Analysis: Regular updates and in-depth insights into your portfolio's performance.
Deals and planning
We provide comprehensive financial planning services to help you make informed decisions and achieve long-term financial stability.
• Merger and Acquisition (M&A): Assisting in identifying, evaluating, and executing M&A opportunities.
• Retirement Planning: Strategies to ensure a comfortable and secure retirement.
• Tax Optimization Strategies: Minimizing tax liabilities through effective planning.
• Cash Flow and Liquidity Management: Ensuring adequate liquidity for your financial needs.
• Philanthropic Planning and Charitable Giving: Structuring and managing your charitable activities.
Estate and Succession Planning
Our estate and succession planning services ensure that your wealth is transferred according to your wishes and preserved for future generations.
• Estate Planning and Trust Services: Creating and managing trusts to protect your assets.
• Succession Planning for Family Businesses: Ensuring a smooth transition of leadership and ownership.
• Legacy Planning: Preserving your family's legacy and values.
• Probate and Estate Administration: Managing the legal processes of estate transfer.
Legal and Regulatory Compliance
Ensuring compliance with legal and regulatory requirements is crucial for preserving wealth and avoiding potential pitfalls.
• Legal Advisory and Representation: Expert legal advice and representation.
• Regulatory Compliance and Reporting: Ensuring adherence to financial regulations.
• International Wealth Structuring: Structuring assets to comply with international laws.
• Risk Assessment and Due Diligence: Evaluating potential risks and conducting thorough due diligence.
Philanthropy and Impact Investing
We assist families and their entities in making a positive impact through philanthropy and sustainable investments.
• Strategic Philanthropic Planning: Developing effective philanthropic strategies.
• Foundation Management: Managing family foundations and charitable entities.
• Impact Investment Strategies: Investing in projects that generate social and environmental benefits.
• Grant Management and Reporting: Overseeing and reporting on charitable grants.
HNWI/Ultra-High Net Worth Individual Citizenship Services
We offer specialized services for high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) seeking citizenship and residency solutions.
• Citizenship by Investment Programs: Assisting with applications for citizenship in countries offering investment-based citizenship.
• Residency Planning: Providing guidance on residency options that align with your financial and lifestyle goals.
• Legal and Regulatory Guidance: Ensuring compliance with all legal requirements and regulations.
• Tax Residency Planning: Advising on tax implications and benefits of different citizenship and residency options.
• Relocation Services: Coordinating the logistics of relocating entities to new countries.
Family Governance and Education
We help families establish governance structures and educate the next generation on responsible wealth management.
• Family Constitution and Governance Framework: Establishing clear guidelines for family decision-making.
• Family Meetings and Retreats: Facilitating discussions and planning sessions.
• Next-Generation Education and Mentoring: Preparing younger family members for future responsibilities.
• Conflict Resolution and Mediation: Addressing and resolving family disputes.
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