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| Safekeeping with first class Banks |
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Portfolio management |
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Advisory services |
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Safekeeping account analysis and evaluation |
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Financial planning |
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Pension plans |
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| Supervision of current and deposits accounts by third Banks |
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Consolidation of depositaries with multiple custodian banks |
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Supervision of orders |
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Control of asset management mandates |
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Mail controlling, supervision, safekeeping |
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| Planning the estate and execution of a will |
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Preparing and ensuring the proper passing on of the estate to the heirs |
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Securing maintenance and long-term supply |
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Execution of a will (including assets held abroad) |
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| Selection and meditation of Specialists |
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Lawyers, notaries, tax advisors |
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Fiduciaries |
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Investment fonds |
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Life insurances |
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Bank contacts |
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| Management of foundations, trusts, family office and companies |
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Set-up of foundations and trusts |
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Foundation of off-shore companies, holdings and domiciled companies |
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Designation of the foundation’s board, council, director and board of directors |
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Representation of the client's interests towards trustees/custodians |
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Supervision of trustees |
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Set-up of family office |
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