Mont-Blanc Wealth Management Services span three main areas. Some clients found their way to us for a particular area of expertise, such as the management of an investment portfolio on a discretionary basis or based on an advisory mandate, while others appoint us as their Family office.
Hereby you can think of an effective and efficient guidance on tax related matters and succession planning, cross border structuring of your wealth, with an ongoing protection of your assets, through proactive monitoring and administration of your assets. It also attributes to safeguarding your privacy.
This service involves pro-active advice from experienced investment specialists and active (discretionary) portfolio management as from 1 mio EUR. The main focus is on constructing diversified portfolios, but it can also be limited to a special commodity mandate, or a special mandate where a portfolio is constructed and based on a flat level of risk across global markets (value at risk) and multiple classes of assets for example.
Our banking services offered through the many but carefully selected banks we work with vary from lending, mortgages and credit cards to custody. Of course we will work with a bank of your preference.