1 on 1 Private Banking Services

Service Description

Protecting family wealth — by ensuring the right structures are in place to comply with relevant legislation and regulation requirements. Managing investment risk — by diversifying family wealth Improving family cohesion and generational transition — by enabling debate and active communication within the family around goals, strategy and key decisions. Clarifying governance over how the family stewards its wealth — by establishing proper processes and oversight to manage the assets. Managing the personal affairs of family members — by providing support around financial and lifestyle requirements.