Holding Fortune: the family’s representative
Corporate officer or protector
Holding Fortune assists clients in delegating due to:
- administrative obligation: form of ownership, domiciliation, tax representation, accounting and social requirements
- the operational management of the family wealth: work, upkeep, insurance, monitoring
- management of domestic staff (recruitment, assessment interviews, wage policy, communication, etc.) and suppliers
- coordination of consultants, solicitors, estate agents, notary publics, auctioneers, bankers, asset administrators, asset managers
- relocation
Our missions may be on an occasional basis, but they are usually part of a long-term ad hoc mandate or acting as corporate officer when the assets in question are held by a company.