Families of exceptional wealth may have increasingly complex needs in safeguarding and managing their assets. Today’s environment requires an integrated, objective and focused approach to managing substantial wealth.
SBS serves as the central core of the family’s wealth management activities, presenting an objective, big picture view of family holdings.
SBS facilitates focused and informed decision making by removing the burden of paperwork and administration. SBS‘s family wealth administration includes the following services:
- Administration of overall financial holdings.
- Consolidated reporting of asset allocation.
- Performance reporting.
- Monitoring and control of financial transactions.
- Selection and supervision of specialist professional advisors.
- Estate planning.
- Independent financial advice.