Family Office

The Family Office represents a private centre of independence and stability assisting families with exceptional wealth to ensure the preservation and growth of their financial assets and family heritage.

 

Arlan SA offers a range of integrated and customized financial services to high net worth individuals and families. The services provided are reinforced and benefit from the advantages of shared resources, such as:

Disciplined approach to wealth management

  • Product neutral wealth management strategies and asset allocations (not restricted to any specific investment manager or bank)

  • Optimized cash flow management thus ensuring income and liquidity needs

  • Utilization of enhanced investment models with state-of-the-art technologies to maximize performance

Coordinated relationships around the globe

  • Access to a network of specialized service providers (legal, financial, fiscal and operational)

  • Collaboration with third-party service providers to manage the complex and specific requirements of each client

  • Succession and estate planning for high net worth individuals, families and businesses

Trusted advisor for all services

  • A dedicated wealth and portfolio manager who understands the specific needs of the investor

  • Single contact with a qualified professional for all wealth management services

  • Unbiased wealth management strategies and value-added investment and financial planning advice

Transparent, customized and timely reporting

  • Consolidated global financial reporting and risk assessments from multiple wealth managers

  • Performance and progress measured against benchmarks to achieve financial goals

  • Standardized processes to allow collaboration among the multiple wealth management providers

Family Office Advantages

  • Structured process to manage wealth

  • Coordinated overall management of family assets

  • Superior competence and scaled-down costs as a result of shared resources (economy of scale)

  • Ultimate privacy and independence for the client

Consult the attached presentation for additional information about the Arlan Multi-Client Family Office (read more).

"Office within the Office"

Multi-Client Family Office

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