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Wealth planning
Map the whole picture. Define objectives, priorities and the most appropriate structure for the family's assets.
Family Office
Large family fortunes become increasingly complex over time. Businesses, investments, real estate, holding structures and multiple advisers can easily create a fragmented picture.
Glominvest Family Office brings it all together.
What we cover
01
Map the whole picture. Define objectives, priorities and the most appropriate structure for the family's assets.
02
Set investment objectives, assess portfolio allocation and coordinate relationships with banks, asset managers and financial institutions.
03
Maintain an overall view of company interests, direct investments and real estate assets within the family portfolio.
04
Plan ownership structures and generational transition frameworks with the appropriate legal, tax and financial specialists.
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Support clear roles, decision-making processes and the transfer of responsibilities across generations.
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Bring together information from different assets, companies and financial relationships to constantly provide a clear picture of the family's overall position.
Our approach
Financial assets, companies, real estate and ownership structures considered together.
Decisions that balance today's needs with long-term, multi-generational impact.
A structure designed around the family's actual assets, objectives and needs.
A trusted relationship built on continuity, confidentiality and careful handling of sensitive information.
We help families retain control over an increasingly complex set of assets, relationships and decisions. One overall view. One point of coordination. Clear direction over time.