Personal or family wealth needs the same order as a company: knowing what is owned, in whose name, under what rules decisions are made and what will happen when circumstances change. The firm advises individuals and family offices with the same discretion as in a commercial transaction.
How we can help
- Wealth structure: holding companies and governance rules among family members.
- Investments: entry into companies, agreements with other partners and divestments.
- Real estate: purchase and sale, leases and management of property portfolios.
- Wealth with assets or interests in the United States.
- Coordination of the family’s financial advisers, tax advisers and notaries.
The whole picture
The firm knows the family, its wealth and its priorities, and coordinates the other professionals when they are needed.
