FAMILY
          OFFICE

The Family Office department was created due to the demand from our High-Net-Worth clientele. We offer this service to families in need of tailor-made support through a privileged partner who will manage all your other advisers to set up and follow the chosen strategy for you and your family.

In 1992, MW Gestion started its asset management activities and quickly developed a Wealth Management department to address the specific demands of our clients on precise issues such as tax optimization, financial investments, and wealth transmission.

Gradually, the wealth management department evolved to become a Family Office, supporting various families in a global patrimony approach, allowing us to implement a high-end, tailor-made strategy.

MW Gestion Family Office offers you a privileged partner who will be your main contact to answer all your needs.

Our Wealth Management team will work with you and your current advisers (Lawyers, Notaries, chartered accountants) to develop an adapted strategy tailored to fulfill your needs.

Dedicated to Families, our Family Office department offers advice and support on your overall capital situation.

Dedicated to maintaining Family Harmony, we will explain the strategy to all generations.

We also offer dedicated services such as "Concierge Service" or "private secretary."

OUR GOALS

First, we would like to emphasize that our Family Office, more precisely, our multi-family office at MW Gestion, is an extension of our Wealth Management services dedicated to our High-Net-Worth private clientele with several million euros of AUM. The approach that we implement is truly global as there is an overlap between our clients’ personal and professional assets and includes the subject of wealth transmission. We support our clients in the pursuit of their activities and accompany the future generations of their families.

To begin our engagement, we will start with a full patrimonial audit. We will take the time to understand how your patrimony has been created and built over one or more generations, the embedded consequences for the next generations as well as the objectives that you have for you and your relatives.

Your objectives often involve services from different advisers (Lawyers, Notaries, Chartered Accountants, …). The role of the family officer is to have a global overview and to be able to discuss the situation with all of them to advise you to make the right decision. 

On a practical level, once the audit has been performed and the strategy defined, we will support you with : 

  • The implementation of tailor-made investments
  • The implementation or management of holding or companies dedicated asset structures.
  • The daily administrative management of your assets.
  • The provision of a concierge service to save you time and to delegate your personal and professional demands to a trustworthy team. 

Do you have a project in mind ? We will help you to implement it and integrate it within your individual financial situation.

OUR COMMITMENTS

Transparency: we offer you a full transparency of the processes, information, decisions, and we wish to establish a trusted relationship with you

Availability :  we are at your disposal, and we will be reactive to satisfy your needs

Confidentiality : we build with you a trusted relationship to help implement your projects in full discretion.

Our commitment letter details and the scope of our service, the fees applied and any retrocession from our partners (insurance companies, SCPI Real Estate investment management companies)

We realize our commitments in due time.

We provide an operating report as a response to your questions and regular follow-up reports.

MORE INFORMATION

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