Vocation

 

Private assets are the results of years of efforts, so it requires the best management and valuation possible.

 

Abacus can answer that need by offering a large range of personalised services to:

 

I. Optimize wealth structure and its evolution in function of the objectives and obligations of each client.

 

II. Recommend to clients the best way to manage their financial assets (following their allocation and evolution, rigorous selection of the best asset managers, helping to fill in tax forms, cash positions…).

 

III. Assure the synergy with the pool of providers (banks, insurance companies, solicitors, lawyers) in building and managing the heritage and make benefit from privileged functioning conditions.

 

IV. Be present in the management of other assets (industrial, real estate, Art collection…)

 

V. Anticipate real estate, tax or succession issues and keep their financial memory.

 

Optimize and value your whole heritage, with transparency and confidentiality.