It's primarily about people, all of whom have individual plans and needs. Business and personal life are strongly connected and long-term financial planning must take family relationships and values into account.
Strategy
Planning
People
Vision
Financing
Family constitution
Education
Succession
Last will and testament
Selection
Analysis
Asset Managers recruitment
Implementation
Monitoring
Reporting
Asset Management
Our clients are experts and strategists in their business. They may or may not be interested in acting as analysts, investment managers or administrators of their estate. It’s our role to search and prepare teams of professionals ready to take on personalized tasks.
Investment Policy Statement
The market is never fully predictable, and emotions lead to bad decisions. The sooner a sound, personalised plan is prepared, the better the chance of success. Attempts to manage complications in the financial area based on market appearances can be very expensive and time consuming for investors.
Total Wealth
An investment portfolio is just one of the elements that we consider while preparing a customised solution. Our priority is to know and understand the needs, goals and aspirations of our clients. Our aim is a long and successful cooperation.
We are ready for challenges. We want to accompany our clients in a constantly changing reality, providing them with the best possible support for success in both business and private matters.
Przystąpienia do przetargu ( gwarancja wadium )
Realizacji kontraktu ( gwarancja wykonania kontraktu )
W okresie rękojmii ( gwarancja usunięcia wad i usterek )
W toku wieloletnich doświadczeń w realizacji gwarancji wypracowaliśmy bezkonkurencyjny model współpracy - zarówno ze względu na atrakcyjność warunków dla klienta, jak jego komfortu i bezpieczeństwa.
Ustalenie potrzeby
Klient przesyła nam podstawowe dokumenty finansowe.
Weryfikujemy rynek i proponujemy rozwiązanie
Wypełnienie wniosku na konkretną, pasującą, najlepszą możliwą ofertę + podpis
My negocjujemy treść gwarancji, organizujemy i dostarczamy gwarancję.
Insurance is one of the most important financial instruments used for the management of the wealth of individuals worldwide.
Our insurance programs are derived from extensive case by case experience in order to ensure the highest quality.
In addition to standard property and motor insurance we specialize in:
Insurance programs covering the whole process of property development
Public liability insurance of IT companies
Insurance of board members and executive personnel
With access to more than 4800 aircraft and a strong team of aviation experts, having organized thousands of flights, we are able to negotiate and offer the best price.
"Quality is never an accident.
It is always the result of intelligent effort."
The environment for business and financial decision making is very challenging today. We live in a world of market and political uncertainty. The choice of business partners, specifically financial partners, is a critical decision. We are here to make this decision easier for our clients.
Given our many years of experience in financial institutions, we know the mechanisms of the financial world. We select and recommend trustworthy professionals. We focus on stability. We protect our clients’ peace of mind. We would not encourage our clients to take any risks we ourselves would not be willing to take.
Success comes at a price. For those who build their business with passion, there is no obvious line between work and home. Professional and personal lives are interconnected and equally full of everyday challenges. We make every effort to ensure both aspects of life are respected and enhanced.
More
The better we know and understand the business of our clients, the greater the possibilities for new ideas and unique synergies. We make it happen globally, without limits. We support and promote our clients' projects while simultaneously searching for solid proposals for our client’s portfolios.
Loyalty to our clients is our standard, to work with them is a great honour and satisfaction.
Loyalty to our clients is our standard, to work with them is a great honour and satisfaction.
In 1838, the family of financier and fine art collector J.P.Morgan founded an institution dedicated to the management of family assets,
House of Morgan.
IN 70% OF ALL CASES FULL TRANSFER OF WEALTH IS NOT SUCCESSFUL IN THE FIRST GENERATION.
91% OF FAMILY FORTUNES ARE SQUANDERED IN THREE GENERATIONS.
50% OF High Net worth FAMILIES FINDS THEIR CHILDREN UNPREPARED FOR SUCCESSION OF WELTH
The implementation of the succession plan is a top governance priority for most of the professional Family Offices in the world.* Transfer of wealth requires planning and education. The stories of fortunes being squandered over one generation are the reality that occurs far more often than we would think. We provide our clients with the right tools to take care of their own and their family's estate.
* The UBS/ Campden Wealth Global Family Office Report 2016
Our aim is to protect our clients' interests in the areas of the client’s business, family and privacy. We declare the highest standards of professionalism and absolute confidentiality.
Individual success can never be complete without the wellbeing of our loved ones. Full satisfaction with life is strongly dependent on the situation of those we care about, their success and safety. We advise on how to protect your loved ones today and how to prepare your family for positive or negative scenarios in the future.
"A goal is nothing more than a dream with a deadline."
CA goal is nothing more than
a dream with a deadline.
Connections developed through many years of practice in the industry guarantee the highest level of competence, enabling us to find the right solution to our clients needs at the given moment.
Trust. Global network of trusted partners.
