Strategic Asset Allocation and Consolidation

ALTRAFIN supports a select group of entrepreneurial families, family offices, investment advisory boards, and foundations in strategic asset allocation and comprehensive asset consolidation.

The firm monitors and validates the performance of custodian banks and other service providers, aggregating securities overviews for clients. This service draws on ALTRAFIN’s deep experience in family investment offices, asset management, and consulting for large estates.

Clients define the scope of portfolio analysis, which ALTRAFIN regularly aligns with their investment objectives and constraints. The firm offers investment controlling, accounting, and reporting services for complex asset structures.

When advising investment and family council committees, ALTRAFIN works alongside external teams of tax experts, foundation boards, auditors, and legal advisors to deliver well-rounded strategic guidance.