Protecting & increasing your family's wealth by synchronizing and coordinating family members' abilities with future needs and the family's legacy & values
FIDES specializes in the development, implementation and oversight of a viable dynamic strategy for safeguarding and generating family wealth in accordance with the planning time frame. The model is based on a diagnostic methodology of personal and business aspects for providing an optimal, unique, creative and customized solution that meets the Family's long-term needs and long-term vision.
Key milestones in the process include:
Financial wealth analysis:
- Vision, values, needs and abilities
- Business Profile
- Financial Wealth assets
- Internal and external environment
- Identification of risks and opportunities
- Strategic asset allocation
- Coordination and oversight of implementation of the plan
- Submission of periodic reports
- Financial wealth mapping & analyses
Succession Planning:
- Vision, values, needs and capabilities of the founders generation and the next generation
- Presentation of a detailed succession plan
- Personal and business coaching/mentoring of the next generation during the interim period
- Coordination, oversight and support of transition process to the next generation
Our Advantages
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Reliability and confidentiality
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Unconditional loyalty to family without receiving any compensation from a third party
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Close and personal guidance
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International and multi-disciplinary business experience (over 30 years)
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An integrated approach, active oversight and control of all assets, activities and service providers
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Structured process, methodological approach to safeguard and generate family wealth
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A professional platform offering independent advice, sustainability and continuity
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One-stop centre for all family wealth activities
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Shared resources, experience and expertise
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High Value Business Networking
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Periodic Meetings according to Client Requirements