Frequently Asked QUESTIONS
Who Needs a Family Office?
Family offices can be expensive to establish and operate; therefore, only whose who are very wealthy – with complex investment, financial and personal needs – usually require the services of one.
What Is a Family Office?
A family office is a private wealth management firm that acts in an advisory capacity to ultra-high-net-worth individuals. They differ from traditional wealth management services in that they offer a total solution for a family or individual, managing all of their financial and investment needs.
Apart From Financial Services, What Other Services Can a Family Office Provide?
Family offices can provide planning and charitable giving advice, as well as lifestyle management, risk management, cash and asset management, and a range of other services.
What Is Lifestyle Management?
Family offices can be expensive to establish and operate; therefore, only whose who are very wealthy – with complex investment, financial and personal needs – usually require the services of one.
What Are the Asset Management Solutions Offered by Aquila E&A Financial Consulting AG?
Clients can choose between an Investment Advisory or a Portfolio Management service. The former is for clients who wish to make their own investment decisions, while the latter is for clients who want to delegate the management of their assets.
What Are the Sports and Entertainment Services Offered by Aquila E&A Financial Consulting AG?
The main services offered include asset structuring and management, international banking services, financial planning, relocation, and insurance and medical support.
What Is an Asset Structure?
Asset structure relates to the distribution of a firm’s asset base into different asset categories.
What Are the Benefits of Inheritance Planning?
Inheritance planning means your wealth will be passed on in the way you want it to be, in a tax-efficient manner.
What Is a Multi-Family Office?
Family offices can be expensive to establish and operate; therefore, only whose who are very wealthy – with complex investment, financial and personal needs – usually require the services of one.
