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SERVICES

Wealth
Advisory

We consider all aspects of a client’s financial life when developing a customized, holistic plan:

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  • Trust & estate advice and collaboration with attorneys

  • Management of wealth planning structures

  • Tax strategy and coordination with accountants

  • Philanthropic solutions to facilitate charitable goals

  • Guidance and resources on financing, insurance, art, aviation, real estate, and other special interests

Corporate Services

We offer our international clientele a made-to-measure service regarding their worldwide corporate needs. Our one-stop experience accompanies our client and their corporate structures in all stages of their lifespan:

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  • formation and incorporation

  • migration of existing structures

  • ongoing management and administration

  • registered office/agent services

  • professional corporate directorship

  • shareholder and company secretarial services

  • banking and accounting services

  • regulatory compliance

Consolidated Reporting

Our clients can receive independent, auditable, tailor made global consolidated reports. Our reporting system incorporates both bankable assets held across multiple custodians, as well as non-bankable assets such as real estate, art, insurance products and other special investments.

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We review all our client’s transactions, allowing us to identify all transactions, custody, administrative and professional fees.

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These executive summaries allow our clients to:

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  • Get an effective and complete overview of their entire wealth

  • Improve comfort and control over financial information

  • Obtain a complete, accurate and timely information and visualization to support fiduciary oversight

  • Get a reliable set of financial information that can be used to monitor different stakeholders’ involvement, cost and performance over time

Custody

Selection

At CW, because we are an independent multi-family office working directly for our clients, and not a bank, we have confidence in the custodians we use but are not bound to any. This allows us to examine the pros and cons of each custodian without conflict of interest and choose those suited to the individual client’s requirements.

Corporate Finance Support Services

With our proactive and integrated approach to all projects and transactions, our clients benefit from our expertise through the following services:

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  • Analysis and assessment of available information in order to make an informed decision and create the best value from a transaction (Buy side or sell side due diligence)

  • Financial modeling: from review our clients work to creating a full financial model (project analysis, budget and forecast, scenario elaborations)

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