Budget & Cash Flow Management Services

Our services include:

  • Assessing actual wealth and current income
  • Diagnosis of short- and medium-term liquidity requirements
  • Determining long-term goals
  • Cash-flow projections
  • Private accounting
  • Cash management (bill paying, cash flow, budgeting, etc.)

Administrative Support

Our services include:

  • Support with general legal issues
  • Document & record management
  • Accounting
  • Bookkeeping
  • Collection and filing of your administrative documents
  • Payment of invoices and taxes, and arranging tax compliance

Family / General Support

Our services include:

  • Travel arrangements
  • Private secretary services
  • Concierge services
  • Hiring domestic staff (nannies, chefs, chauffeurs, private tutors and other household staff)
  • Managing household employees
  • Organising private events (weddings, celebrations, birthday parties, etc.)
  • Support with international schooling for your children
  • Purchasing, insuring and shipping assets
  • Access to an international network of peer families, to provide opportunities for co-investment and best-practice sharing
  • Support in setting up a single-family office
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