Our values

Our mission is based on the following guiding principles:

Independence

Shareholders and employees are prohibited from entering into any affiliation with any firm in the financial services sector or third-party service provider.

Objectivity

We act in your best interest. Our compensation consists exclusively of fees paid by our clients. This ensures that recommendations of service providers, investment managers and financial products are founded strictly on the satisfaction of your needs, with an emphasis on value.

Transparency

We inform you of all the actions we undertake in the management of your financial affairs. We subscribe to a methodology and management systems that allow clear and timely data and analysis of your financial situation.

Holistic approach

The family office centralizes the decision making and monitoring of activities with regards to all aspects of your personal financial situation and of any related entities. This approach results in cohesive and coordinated strategies.

Continuity

A long-term focus is vital within the framework of the family office to ensure sustained financial health. This is why the relationships we develop with families usually include two or more generations.

Confidentiality

Our personnel abide by a confidentiality agreement which remains valid even after their departure or retirement from the practice. Our systems and procedures are designed to safeguard your information at all times.