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Our
interests and strengths are families and family businesses. As such, we
have developed processes to review and make recommendations on existing portfolios,
corporate structures or
investments. We particularly focus on services to families with family
members, assets and/or interests in several countries.
We
also maintain database and analyze professional investors' performances, many
funds, including hedge funds and funds of funds, various pooled funds, commodity managed
and limited partnerships.
Risk
management is what is really important when it comes to portfolio or investment
management. Unfortunately, too often investors or professionals forget the
principles of risk management. Our firm will work with our clients to
develop risk management policies that should be used in their investments
or business practices.
For
each client or family member, we develop an exhaustive Investment Policy
Statement (IPS). This is an important exercise used to identify and
express clients' particular needs, interests and expectations. It is also
a document that guides us for the construction and management of assets
and useful for clients for the review of our performances.
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Philanthropic
Activities...
Taxation...
Tax, Retirement, Estate, Philanthropic and Succession
(TREPSTM) Planning.
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