Wealth & Needs Analysis
A consolidated view clarifies what the family owns, needs and expects from its capital.Listed assets, private assets, real estate and art are reviewed against current weightings, liquidity requirements, return objectives and the family’s broader needs profile.
Return Requirements & Strategy
Return expectations are translated into a clear and practical investment direction.Asset allocation is designed around return targets, personal preferences, liquidity needs and sustainable yield objectives, turning family priorities into a workable investment strategy.
Asset Allocation & Investment Process
The portfolio architecture defines how capital should actually be implemented.Implementation is selected across direct investments, active funds and ETFs, including service provider selection, investment committee setup and ongoing decision governance.
Reporting & Controlling
Transparent reporting makes performance, risk and costs visible across the full structure.Consolidated reporting and controlling tools are implemented across asset classes, custodians and service provider relationships to create one reliable view.
Stakeholder Management
Banks, funds and service providers are coordinated so the family setup becomes less fragmented.Trust companies, funds, banks and other financial service providers are managed across onboarding, pricing and reporting consolidation.
Risk Management
Clear governance gives investment decisions a consistent risk discipline.The framework covers allocation limits, stop-loss parameters, hedging strategies and four-eyes principles, keeping decisions controlled and accountable.