TRANSGENERATIONAL WEALTH
THE PRIVATE OFFICE
We help our clients in their daily lives by taking care of their personal administrative, accounting and financial tasks.
ACCORDING TO THE NEEDS AND OBJECTIVES, OUR DEDICATED TEAM CAN:
-
​Draw up and monitor a customized budget
-
Consolidate accounts and analyze cash flows • gather, sort and treat mail
-
Monitor and manage tax deadlines • manage property: damages/claims, works,
-
Co-ownership/condominiums…
-
Manage the administrative and labor law issues of home employees
-
Manage health insurance and retirement policies
THE FAMILY OFFICER
The backbone of our action is the selection train and development of an expectational individual dedicated to you and present with you centralizing al aspect of your estate management, overseeing the education of your heir and managing your private office.
ACCORDING TO THE NEEDS, THE DUTIES OF YOUR FAMILY OFFICER WILL BE:
-
On site presence
-
Heir education management
-
Link between Maiestas and you to better centralize your wealth and lifestyle management needs
-
Be your private counsel at all time
-
Manage your private offic
FAMILIA, PROVISO, ROBUR
Maiestas Asset Management AG