ABOUT US
PORTFOLIO MANAGEMENT
PRIVATE OFFICE SERVICES
NEWS
Family Office
Your legacy is your contribution to future generations.
PARfinance helps you preserve and transmit your wealth through planning solutions.
Our understanding of the client’s global patrimony as well as the family structure and dynamics, allows us to offer a unique tailor-made service.
We adjust to the needs of each generation with a large financial expertise in asset management, tax and legal guidance as well as advice on Real Estate.
These services are based on mutual trust between PARfinance and yourself. We understand that it takes years to foster a close relationship and little to break it.
OUR APPROACH
1st step
Information collection
Collecting the client’s pertinent elements in relation to:
- Needs and goals.
- Family members, relatives and people with a major role in the family structure.
- Global wealth picture, including, but not limited to businesses, tangible assets, financial assets and related liabilities.
- Gathering the necessary information regarding legal and regulatory dispositions applicable in jurisdictions relevant to the client’s wealth and family.
2nd step
Valuation
The inventory of the client’s wealth is established with the help of the relevant specialists. The cost schedule is identified. Then an optimization model based on the client’s objectives is implemented.
3rd step
Structuration/Administration
Once the valuation is completed, the company provides the client with administrative services.
As an « administrator », PARfinance will not manage the assets directly, but will supervise the management carried out by specialists chosen by or with the client.
The client will receive a consolidated overview of his global financial wealth. Consolidation involves any number of custodians and bank accounts. The traditional asset categories such as equities, bonds, cash and hedge funds as well the non-traditional categories such as private equity, real estate, insurance funds, loans, direct investments and other types of assets, which the client may wish to include.
The consolidated statement has many features and advantages amongst which: performance comparison with the relevant benchmark, costs evaluations and detailed profit and loss analysis.