We Help You Find the Best Financial Services
You need the help of a consultant who knows the industry and we have you covered.
Our years of expertise in multiple facets of the financial world cannot be matched.
We help you find and attract the financial services you need
Banking Relationships
How are you currently managing:
- Cash flows
- to suppliers?
- from clients?
- Short-term liquidity management?
- Foreign exchange requirements?
Investment Management
Are you comfortable with your:
- Investment Policy Statement (IPS)
- Its age?
- Its match to the current situation?
- Manager's
- style?
- suitability?
- expertise?
- contact frequency?
- Flexibility with changes in requirements, risk parameters?
Insurance & Risk Management
Have you reviewed your requirements here?
- Corporate, personal, board-member liability coverage
- Physical and financial risk management
Trust Agencies
Sometimes technical, yet very critical. It can be difficult to manage :
- Transitioning
- Development and Control
- Tax minimization
- Foreign holdings
- Bequests
