Asset Management
Specialized Family Offices Services
In this fast changing world, we help families and wealthy individuals in defining a successful strategy for their wealth.
Our aim is to protect and manage the family’s capital of our wealthy clients.
We define wealth to be more than just financial capital, we believe a wealthy family should also develop a healthy human capital, intellectual capital, and also spiritual capital. All such capitals will enable a successful transmission to the next generation.
Managing Family Office requires a holistic approach covering our clients’ moveable financial assets, as well as non-movable financial assets, and possibly business related activities and even family activities.
Our Family Office solution is not aiming to “get rich” but “stay rich”, and thus our top priority is capital preservation and in this way our ultimate priority is to safeguard our clients’ assets over generations.
The VC Family Offices services include just about everything for the wealthy families:
- Tax services
- Tax planning
- Tax preparation
- Investment management
- Investment strategy and asset allocation
- Monitoring investment performance
- Wealth transfer
- Succession planning and Family Governance
- Estate planning, Family Trust, Foundation and Charity Administration
- Family meetings
- Children education and planning
- Mentoring
- Family events organization
- Administrative services
- Risk management
- Legal issues
- Travel arrangement
- Documents and record management
- Cash flow budgeting and bill paying and banking
- Arts and wines collections
In order to ensure the above mentioned services, we are providing a transparent and cost-effective open architecture for the implementation of an investment strategy tailored to a family's objectives, while leaving a client all the freedom to choose the level of involvement in the investment process.
As our clients are already very successful in "getting rich", we only adapt the clients' need to help them "stay rich".
Our Family Office solution is bringing only the missing skills and expertise.
