What We Do for Your Family
We act as an independent strategic advisor, helping you make clear decisions in all areas of wealth management — without conflicts of interest, without ready-made solutions, without institutional impositions.
When you hire our consultancy, you will have access to all the pillars of our Wealth Management, with direct guidance from a senior consultant, in online or in-person meetings.
🌐 We integrate multiple dimensions of your wealth in a holistic and tailored approach:
🔹 Complete mapping of wealth with a focus on liquidity, sustainability and responsible growth.
🔹 Preservation of family wealth through efficient transition structures between generations.
🔹 Independent curation of assets and markets, with tailored strategic allocation.
✔️ International REITs and Offshore Investments
🔹 Strategic access to global assets for passive income generation, with international protection and tax efficiency tailored to large assets.
🔹 Legal and tax protection against asset risks, geopolitical instability and legal attacks.
🔹 Organization of financial life with a focus on family autonomy and lifestyle preservation.
✔️ Retirement Strategy & Personal Freedom
🔹 Passive income distribution models with a balance between performance and security.
✔️ Trading Mentorship (optional)
🔹 For family members or internal managers who wish to operate with the support of a professional mentor.
✔️ Flag Theory and Internationalization
🔹 Building multi-country structures that offer freedom, sovereignty and global protection.
💼 Online or In-Person Consulting: Which Format is Right for Your Family?
Two formats, one commitment: to offer you strategic, human and transformative consulting — with time, depth and real results.
Here, you don't hire an hour. You reserve full attention, true listening and personalized guidance from a consultant with real experience — no rush, no timer, no formulas.
We understand that each client has unique stories, ambitions and challenges. And that's why our commitment goes beyond numbers: we build together a plan that transforms your goals into reality — with clarity, confidentiality and a long-term vision.
💻 VIP Global Executive Plan (Online)
For those who want immediate, discreet and efficient access — from anywhere in the world.
✔️ Family advice via a secure and encrypted platform.
✔️ It's your family's day — even if the conversation only lasts an hour.
✔️ Hourly billing, with total clarity and flexibility.
✔️ Ideal for international families with a dynamic routine.
✔️ Ongoing relationship, with strategic vision and monitoring.
✔️ No rush, no artificial time limits — your family sets the pace.
The first hour is paid after the appointment is approved.
Additional hours used are billed later, based on the actual conversation time.
🕰️ How Scheduling Works
✔️ You only choose the start time.
✔️ Time is free and not timed.
✔️ The first hour is charged after confirmation of availability, since our waiting list for online consulting can exceed 3 weeks.
✔️ Any additional time is charged later, with discretion and transparency.
✔️ Cancellations must be informed 48 hours in advance.
Here, you and your family are top priority — and you will be treated as such.
Your time, your story, your trust deserve real presence and total focus.
“ Our Family Office was already working with multiple institutions, lawyers and managers. But it was only with this consultancy that we were finally able to align all the points: succession, asset protection, investments and, above all, clarity about what we really want to build as a family legacy.
The difference was felt from the very first meeting: there was no rush, there was no ready-made formula — just listening, vision and real commitment. We felt guided, respected and understood.
Today, we look to the future with confidence and, honestly, with more ease. ” — Richard A. (Family Office Director, USA) - VIP Client
🤝 VIP Private Signature Plan (In-Person)
For those who value the luxury of time, presence and deep trust.
✔️ Service wherever you are: home, farm, office, club or yacht.
✔️ A whole day reserved exclusively for you and your family.
✔️ The consulting fee is charged after confirmation of availability in the chosen city, as our waiting list for in-person consulting can exceed 4 months.
✔️ More human conversations, without a clock — with space for legacy, succession and long-term vision.
✔️ Confidential, direct and informal experience — as it should be.
✔️ Ideal for strategic decisions that impact generations.
✔️ Fixed price with everything included.*
*Includes international travel, accommodation and full dedication of the consultant.
🕰️ How In-Person Scheduling Works
✔️ You choose the day and the city.
✔️ The consultant reserves the entire day exclusively for you and your family.
✔️ The consultation takes place at the location of your choice — with absolute discretion.
✔️ Cancellations must be informed 48 hours in advance.
🌍 Destinations Served by the VIP Private Signature Plan
In-person consulting in the places where you live, invest or simply feel at home:
📍 North and Central America
🔹 🇺🇸 United States | 🇨🇦 Canada | 🇲🇽 Cancun (Mexico) | 🇵🇦 Panama | 🇸🇻 El Salvador | 🇧🇿 Belize | 🇨🇷 Costa Rica | 🇰🇾 Cayman Islands | 🇧🇸 Bahamas
📍 South America
🔹 🇧🇷 Brazil | 🇵🇾 Paraguay | 🇺🇾 Uruguay | 🇦🇷 Argentina | 🇨🇱 Chile | 🇨🇴 Colombia
📍 Europe
🔹 🇬🇧 United Kingdom | 🇮🇪 Ireland | 🇪🇸 Spain | 🇮🇹 Italy | 🇨🇭 Switzerland
📍 Asia and the Middle East
🔹 🇦🇪 Dubai (United Arab Emirates) | 🇸🇬 Singapore
🧩 How Our 7-Step Approach Works
Our consulting is conducted with method, listening and absolute attention to detail.Each step was designed to ensure a personalized, strategic and transformative experience — from the first contact to ongoing monitoring.
Here's how we conduct each step:
- 1. First Contact & Scheduling (Online or In-Person)
- 2. Presentation and Alignment Meeting (Discovery)
- 3. Personalized Analysis and Diagnosis
- 4. Second Meeting (Online or In-Person)
- 5. Implementation of the Strategic Plan
- 6. Continuous Monitoring & Periodic Reviews
- 7. Constant Support from Your Consultant — and Trusted Friend
🔹 It all starts with a gesture of interest — via website, phone or recommendation. From there, our team gets in touch to understand your initial priorities and schedule your first meeting, in the format you prefer: online or in-person, with complete discretion.
🔹 The time to get to know you and your family — your goals, concerns and vision for the future. We conduct a light and trustworthy conversation to understand your lifestyle, family priorities and asset structure. We begin the initial mapping that will guide the entire journey.
🔹 Based on the information gathered, we perform a detailed analysis of your asset situation, risk profile and short, medium and long-term goals. We identify opportunities, points of attention and what can be strengthened to protect and expand your structure.
🔹 We present a preliminary plan, with strategies aligned with your reality and long-term vision. We explain the possible paths, adjust them according to your feedback and refine each part of the plan, with total transparency.
🔹 We help you and your family — or your internal team — in implementing the approved strategies. We keep your family informed at each stage, with clear communication and close monitoring, respecting your pace and decisions.
🔹 We periodically reassess your structure, with strategic meetings to adjust according to the market scenario, family changes or new opportunities. You will have the confidence to make decisions based on real facts and continuous guidance.
🔹 More than just consulting, we offer a presence. We will be by your family's side in the moments that matter — not only as advisors, but as true allies. We build strong, long-term relationships based on trust, confidentiality and shared vision.
That’s the difference between having someone provide a service — and having a partner who walks with your family through your wealth journey.
📈 Why Our Consulting Is Different
🔹 Real exclusivity: we only serve Family Offices with assets exceeding US$5 million, ensuring total focus and tailored delivery.
🔹 Institutional experience: our consultants have concrete experience with managers, funds, global structures and complex operations — not just theory.
🔹 Direct advice with the person delivering: you always speak to a senior specialist. No assistants, no transfers, no barriers.
🔹 Confidentiality and results: we act with absolute ethics, strategic discretion and a real commitment to what matters most — your family's goals and peace of mind.
❓Still unsure whether this consultancy is for your family?
If you are in the process of structuring, professionalizing or making a strategic transition in your Family Office — or if you simply feel that you could make decisions with more clarity, technical support and a long-term vision — then this consultancy was designed exactly for you.
The choice is not between the online or in-person format.
The real choice is between continuing with what you already know — or experiencing a new standard of consultancy, with depth, confidentiality and excellence like you have never seen before.
📆 Schedule Your First Meeting
Choose the format that best suits your style — online or in person — and take the first step into a new phase of strategic management of your family assets.
Confidential, individual advice provided by those who work with Family Offices at the highest international standards.
Click "Apply Now" to schedule your meeting and discover what it's like to be guided with vision, experience and total discretion.
The next strategic decision starts now:
