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Services
Thursday 27 May 2021, by
- Control over the evolution and the quality of all assets (financial, real estate, private equity assets, commodities)
- Recording and supervision of all transactions
- Taylor-made portfolio reporting, risk management assessment and reporting
- Performance review and ESG assessment
- Due diligence on entrusted asset managers
- Tax reporting
- Advices in the general governance of the next generation
- Help in terms of philanthropic capabilities
- Intermediation for legal and tax solutions
- Long experience in the set-up and management of investment funds including reserved alternative investment funds.
- Member of different associations Luxembourg Association of Family Offices
- Assistance in board and management committees meetings (agenda, secretary work, minutes, filing to the authorities).
- Expertise in re-organisation including formal liquidation of inefficient structures.
- Dedicated, result-oriented and readily available team