Strategic Assets Allocations
Strategic advices on client’s portfolio investment based on individual client’s expected returns and risk tolerance.
Legal & Fiscal Advisory
Robust selection of legal personal/services for different jurisdiction and handling of complex multi-dimensional issues.
Specific Tactical Trades
Based on client’s profile, Matterhorn Family Office can identify specific trades in the market and develop and strategic assets allocation.
Risk-Profile Mandates
Service catered to each client’s personal risk appetite.
Inheritance
Supporting client families in succession planning, generational wealth transfer and preservation.
Thematic Mandates
Catered for specific needs based on geographical allocation, style and capital protection.