Family Office, Example
Maintenance and optimization of family wealth management, strategies and its subsequent regulation.
Starting Point
The client, in this case a family with an outstanding wealth and complex demands, wants its wealth to be comprehensively taken care of. The handling can be done through a middleman (legal or financial consultants) or directly with the client, and can take place in a project-related or in an ongoing basis.
Goal
Developing and optimizing of established, improvable and new wealth management strategies.
Course of Action
Adiuventia creates a comprehensive analysis of an asset situation together with their Privileged Partners (private bank and law firm), and advises the client of the potential optimizations.
Adiuventia also ensures that the strategy continually follows the aim of maintaining and adding to the clients assets in the constantly changing environment of the financial markets.