A simple organization
In order to address complex issues properly it is essential that our internal procedures be suited to ensure the efficient management of our clients’ needs.
Diagnostic & evaluation
Our relationship with each customer is always built around a full diagnostic of her or his wealth as well as a frank and open discussion enabling us to understand her or his needs and constraints. In partnership with you, our team analyses each component of your wealth paying particular attention to proper asset allocation and risk.
Planning, accounting & reporting
We can establish a financial plan and a budget that covers your short and medium term goals. We can do private bookkeeping for you and your family and prepare a consolidated statement of your overall wealth on a regular basis.
Implementation of solutions
We are able to assist you with the overall organization of your wealth. With our partners, we determine through a holistic approach, the best manner for you to hold your assets in order to optimise their ownership from all points of view and their transmission.
HBS proposes a clear pricing structure that reflects the nature, the scope and complexity of the work.
Family office services: Rates are based on a time spent basis with the possibility to agree on an annual fee.
Asset management: Compensation is calculated as a percentage of the value of the managed assets, with the option of a performance fee.
Directorships, protectorships and company administration: Defined as an annual lump sum.