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Hard work, high ambition and a strategic mindset are among the many qualities that successful individuals possess. These qualities are why they have the ability to accumulate above-average wealth, which at some point grows to the point of causing them additional problems that did not exist in the past.
The growth in the value of wealth can lead to increasing complexity in its management, additional tax burdens, uncertainty about succession and the need to preserve wealth over generations. When these challenges are combined with the personal objectives of the entrepreneur and his family, the entrepreneur may find himself in a situation that leads to increased family tensions and untapped potential for the entrepreneur and his assets.
That is why our family office offers comprehensive and tailor-made solutions for every family. We know that each individual has their own preferences and that no two paths are the same, which is why we dedicate ourselves to each client and tailor our services perfectly to their needs. Our years of experience, knowledge of the financial markets and network of the best advisors in each field allow us to tailor our services to the unique needs of our clients. That’s why we established Albacore Family Office.
Albacore family office services:
We provide the following:
whether you and your family need Family Office services, you can try our approach for free. This is client-oriented and serves as a preliminary assessment of your personal and family finances. The review includes an analysis of your existing securities portfolio (if you already have one), your remaining assets and the structure of your tax liabilities. We guarantee you complete anonymity, security and confidentiality of information and a personalised approach.
A Family Office is a financial entity specialising in the comprehensive and tailored management of the assets and other activities of a client’s family. It is a concept that has gradually evolved over time to meet the complex wealth management needs of families with significant assets. The Family Office acts as a centralised hub, offering a wide range of services that go beyond traditional wealth management.
Central to the Family Office is the concept of service personalisation. Each family is unique in terms of its financial goals, risk-taking, tax position, philanthropic efforts and inheritance concerns. Therefore, the Family Office Manager works closely with family members to design a comprehensive financial and non-financial strategy that takes into account all the factors that are critical to each family.
The main advantage of a family office is its ability to manage all aspects of the family’s assets in a coordinated and comprehensive manner. With the Family Office, the family simplifies the management of its financial activities and benefits from the expertise of a team that addresses the family’s financial and wealth challenges. In addition, the family office often acts as a guardian of the family’s financial privacy, ensuring that the business remains confidential and protected.
