Family Office and family wealth protection
We advise families, entrepreneurs and wealth-holding structures seeking to coordinate their insurance, pension, financing and asset-protection needs.
Our areas of expertise
Monitoring wealth-holding structures
Coordination of needs relating to trusts, foundations and other family structures with the relevant specialists.
Preparing future generations
Providing the next generation with the knowledge needed to understand and prepare their wealth-related decisions.
Asset preservation
Risk analysis and coordination of solutions designed to preserve personal and family assets over the long term.
Decision support
A comprehensive view to help family members make financial and wealth-related decisions.
Comparison and negotiation
Comparison of solutions and negotiation of fees and terms with financial institutions and insurance companies.
Coverage tailored to complex situations.
Some family or professional situations require specialized insurance. We analyse each risk and seek suitable coverage from experienced partners.
Discover our private insurance services
Family & structures
A comprehensive view of the family’s insurance, pension, financing and professional partners.
Transportation of goods
Coverage for goods during transport or storage, tailored to the activity and risks.
Protection for directors and officers
Protection of personal assets and coverage of defence costs in accordance with the policy terms.
“As independent experts, we advise our clients with their best interests in mind.”
Coordination tailored to your situation.
We bring insurance, pension and financing matters together in one assessment to simplify your decisions and procedures.
Dedicated contact
Personalized support to coordinate the family’s needs and maintain a comprehensive overview.
Network of specialists
Collaboration with recognized specialists when your situation requires additional expertise.
