Our services
We advise you in the management of your assets thanks to a variety of services.
Financial Accounting/Reporting
- > Consolidated Net Worth
- > Performance Reporting
- > Partnership Accounting
- > Tax Preparation
Family Continuity
- > Family Meeting Coordination
- > Coaching and/or Counselling
Philanthropy
- > Philanthropic Planning
- > Foundation Administration
Administration
- > Bill Paying
- > Budgeting and Cash Flow
- > Property Management
- > Trust Administration
- > Insurance Placement and Monitoring
- > Administrative
- > Services/Concierge
Pour plus d'informations sur nos prestations contactez-nous.