• Insight. Continuity. Guardianship.

    Insight. Continuity. Guardianship.

We provide the continuity and stability necessary to navigate in today’s fast changing world. Our owner-manager business model, free from Private Equity and institutional investment, ensures the alignment of our clients’ long-term objectives with our own.

The Conundrum of Wealth

RISK

It is vitally important to ensure that your assets are held in the right structures, in a tax efficient manner, and with a clear understanding of how your assets will pass to or benefit others in the future.

To do this well, you need someone who is going to help prompt you think about your risk mitigation objectively and independently– without conflicts of interests and with full transparency.

We act as your Risk Manager

Ways to Use Our Services

  1. Proactive and Regular Expert reviews of what is in place in terms of the family’s asset protection and succession strategies to meet the evolving circumstances of the family.

  2. Annual health check: review of adequacy of banking, asset management and fiduciary arrangements in terms of historical performance relative to the risk profile, quality of administration as well as checks and balances on fees

  3. Pre-Crisis management – putting the house in order in the face of impending generational transition, sale of business, tax and regulatory changes in domicile, and political risk

 

EXECUTION: the intelligent coordination and execution of advice that allow for your assets to be correctly protected, organized, monitored and reported, in a way that will help you maximize their potential. 

We can act as your project manager and we can also act as your daily expert administrator in order to support you and your family office:

As project manager we are:

  • Identifying the right advisors and ensuring budgets and targets are met

  • Ensuring deadlines for the delivery of the advice are met and coordinating the execution of the advice

  • Facilitating Knowledge Management, including Philanthropy Administration and Support, and Next Generation Coaching

  • Negotiating Fee Transparency and Value for Money

  • Leveraging the Accuro Specialist Network / Advisor Due Diligence

As your expert administrator, our services can include:

  • Company secretarial and governance support, including organising meetings, agendas, reporting, and action points

  • Keeping up-to-date inventories of assets, organisation charts, and supporting documents and the related administrative tasks

  • Consolidated reporting and monitoring across all asset classes

  • Accounting and Bookkeeping of Personal Finances and Companies

  • Managing your banking relationships

  • Thorough Tax Preparation and Legal Compliance in the changing tax environment

  • Oversee the maintenance of your real assets including property

Our activities and support can range from very specific (quarterly review of accounts) to a broad project overview - subject to demands of the family, complexity of the assets and extent of wealth.

 

LEGACY

Having a holistic view of the worth of all your assets, where they are placed, and how they are protected, gives you freedom to plan for the future. 

While not planning can also be a `plan’, long-lived family wealth is often defined by thoughtful consideration of a legacy, within the family, the business, and society at large.

Accuro Geneva

1, Rue du Pré-de-la-Bichette
PO Box 1744
1211 Geneva 1
Switzerland

T + 41 22 807 2000
E geneva@accurofiduciary.com

Accuro Jersey

PO Box 344
One The Esplanade
St Helier
Jersey JE4 8UW

T + 44 1534 512 512
E jersey@accurofiduciary.com

Accuro Mauritius

Level 8C
Cyber Tower II
Ebene Cybercity 72201
Mauritius

T + 230 403 0400
E mauritius@accurofiduciary.com

Accuro London

29 Farm Street
Mayfair
London
W1J 5RL

T + 44 20 3709 4611
E london@accurofiduciary.com

Accuro Zurich

Accuro Zurich
Dufourstrasse 48
8008 Zurich
Switzerland

T + 41 79 443 8344
E zurich@accurofiduciary.com

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