Family office
Advice on patrimonial and estate organization, wealth planning, administrative or financial monitoring of assets and coordination of service providers intervening in relation to wealth situation and monitoring or evaluation of their wealth assets and performance.
NB: For the activities of direct asset management of financial instruments as well as generally the advice of investment services, Zacher Capital SA calls on professionals specializing in this activity in the top financial centers in Europe.
(*) “Patrimonial entity”: any corporate, contractual, foundation or trust structure which belongs directly or indirectly to a single natural person or to a single family or of which they are founders or beneficiaries
Family office duties
Providing professional advice and services related to patrimonial wealth.
Provision of services
- Tax planning
- Estate Planning
- Tax Services
- Accounting consolidation
- Banking introduction
- Juridical services
- Administration
Business and asset management administration services
- Real Estate Management
- Financial Investment
- Private Equity
- Other Equity Investments
- Diversification