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Private Wealth / 07
Private Concierge
We coordinate personal, family and administrative matters that require trust, follow-through and an integrated understanding of the client’s circumstances.
Request a consultation ↗Our perspective
Coordination of personal and family matters
We define the administrative tasks and provider coordination the client needs. We agree authorisations, responsibilities and expenses, distinguishing coordination from the services to be supplied by third parties.
Scope
Scope of our support
We coordinate administrative tasks, personal documentation and specialist support for private family and business matters.
- 01Administrative procedures and tasks
- 02Coordination of personal and family documentation
- 03Operational support for private business matters
- 04Liaison with suppliers and specialist advisers
When we add value
A single point of contact. Less everyday friction.
When time is scarce
We follow up on tasks and suppliers so that the client retains visibility without managing every detail.
When coordinating family matters
We organise documents, authorisations and schedules with the discretion the circumstances require.
When several specialists are involved
We connect lawyers, accountants, banks and suppliers to avoid fragmented instructions.
Within Private Wealth
Related services.
Private Interest Foundations
We design and support foundations aligned with wealth objectives, family dynamics and governance rules intended to endure.
→ Private WealthTrusts
We assess and coordinate trust structures for asset protection, administration, investment and orderly transitions.
→ Private WealthSuccession Planning
We organise assets, wishes and responsibilities to facilitate a predictable transfer of wealth that reflects family circumstances.
→Contact
Let’s discuss the decision ahead.
A direct conversation allows us to understand the context and define a proportionate next step.
Request a consultation