Financial accounting & reporting
A consolidated view of your wealth to understand its composition, track its evolution and inform your decisions.
- Consolidated net worth
- Performance reporting
- Partnership accounting
- Tax preparation
LUXEMBOURG / SINCE 2003
Our services
Advice and support in managing your wealth.
Family continuity
Coordination of family discussions and guidance on matters relating to family wealth.
- Family meeting coordination
- Coaching and counselling
Philanthropy
Planning philanthropic projects and administering the foundations that support them.
- Philanthropic planning
- Foundation administration
Private administration
Administrative oversight of family wealth and coordination of day-to-day services.
- Bill paying
- Budgeting and cash flow
- Property management
- Trust administration
- Insurance placement and monitoring
- Administrative services
- Concierge services