Although the family has a single family office in their home-country as well as a number of portfolio managers, Eva recognises the need for a more broadly-based family office with the breadth of technical competence to manage the complex issues surrounding their wealth.
Outcomes (to date):
Disclaimer: Please note, all case studies have been carefully anonymised. Although scenarios are based on real life events they have been fictionalised and are an amalgamation of client experiences. All names, locations and occupations have been replaced with pseudonyms.