Holding Fortune | The family’s representative
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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.