Strategic Advisory Services

Strategic Advisory Services

Due to our family investment office background and the many years of experience in managing and advising on large asset portfolios we have accumulated as a result, we provide a small circle of family offices and family controlled foundations with support in the areas of strategic asset allocation and holistic asset consolidation.

These services are delivered by a specialised and highly qualified team of employees who dedicate their considerable expertise to providing investment controlling, accounting and reporting services for complex asset structures.

When advising investment committees and family councils, we also complement our clients’ external advisory team of tax consultants, foundation boards, auditors and legal advisors.