A boutique multi-family office
Offering a comprehensive list of wealth management services, tailored to the needs of individual clients, we help families across Europe and the United States sustain and build their wealth. We can act as a single point of contact for their household, travel, and investment management, providing peace of mind.
We believe that a well-balanced portfolio is both the best way to make long-term gains, as well as the best hedge against the risks that are always present in the world markets. We apply a disciplined approach based on Portfolio Theory to structure the investments such that there are allocations to both risky assets with higher returns and safer assets with lower, but more stable gains.
We try to be the one touchpoint for all our clients’ wealth and family related matters. Our trusted internal staff manages our clients’ personal bookkeeping, secures private payment processing, provides extensive concierge and travel services as well as facilities management of clients’ residencies.