Bankers / Financial Advisors are looking to secure stable quarterly returns to appease managers and shareholders. Regulations have altered the focus of big banks, which in turn has led to a more standardized and cookie cutter product offering and greater conflicts of interests and fines.

You pay for active advice that you do not always benefit from or necessarily want. Standard fee schedules should be adjusted accordingly and consistent with the value provided.

Family Offices & Independent Asset Managers disrupt the current model by delivering critical services that banks fail to provide. Banks recognize new challenges and adapt by forming “External Asset Management” groups. They provide custody and execution services to independent asset managers at a more competitive price point.

Deliver effective advisory solutions according to the client risk profile.

Significantly optimize fees for custody, execution and structured lending services.

Having the full picture of your assets and liabilities is a clear advantage:

Avoid concentration/overlap of risk | Analysis of Private Investments, Art, Yachts, Real EstateDesign a Global Investment Strategy.

Strong network of US, China, Latin America and Europe based UHNW families and family offices with activities in different industries and countries that will provide you with synergies and potential investment opportunities and best practices.