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 Strategy & Asset Allocation
Return targets, personal preferences and liquidity needs are translated into a practical investment strategy.The implementation approach is selected across direct investments, active funds and ETFs, including service provider selection and investment committee setup.
Reporting, Controlling & Stakeholders
Transparent reporting and provider coordination create one reliable view across the full structure.Consolidated reporting and controlling tools are implemented across asset classes and custodians, while trust companies, funds, banks and other 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.