– Understanding of your situation and your projects
– Assistance to the implementation of an appropriate solution
– Identification of your needs
– Assistance to the selection of the right professionals (banker, lawyer, tax advisor, wealth manager, real estate agents,…)
– Definition of your risk profile
– Follow-up of your properties and all of your subcontractors
– Optimization of your tax schemes depending on new regulation and on your family / wealth / residence changes
– Optimization of inheritance structures
– Preparation of reports summarising cash, assets and properties
– Various administrative tasks and concierge services (accommodation, school, expatriation,…)