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.

 
Fortune’s Family Office services can be provided singly or as flexible integrated solutions that can be adapted to suit any developments in your personal and market scenarios, including:

  • 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