Complete support to your personal finances
Fortune’s Family Office provides complete professional support to families with substantial assets. Our unique approach brings together a team of the most suitable specialists working under the coordination of your Fortune Manager, making this service ideal when you have extensive commitments, complex assets or a very large family.
Our services comprise the development of appropriate asset allocation and investment management strategies based on an in-depth understanding of your family’s objectives and financial situation, including your fiscal, insurance, and estate management arrangements.
- Asset Allocation & Investment Management
- Asset and Property Management
- Banking & Credit Relations with Leading Banks
- Bill Paying & Cash Flow
- Budgeting & Financial Statement Preparation
- Estate Planning & Trust Administration
- Fiscal Optimisation and Engineering
- Insurance Placement & Management
- Legal & Document Retention
- Philanthropic Giving & Management
- Tax Planning & Preparation