Sometimes families experience internal changes such as the sale of a business, the acquisition of new assets, and the transmission from one generation to another, which require trusted advisors to face the new reality with tailored solutions.
The constant evolution of tax and accounting rules, the new banking and financial regulations, the normative evolution of the different jurisdictions and their structures, etc, make wealth management a challenge, where speed and adaptability are key.
That is why many successful families around the world entrust the management of their wealth to a Family Office, a comprehensive wealth management solution where a group of multi-disciplinary professionals works in a coordinated manner to accompany the family in its decisions in a proactive manner and with a long-term strategy.