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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

 

  • Reliability and confidentiality

  • Unconditional loyalty to family without receiving any compensation from a third party

  • Close and personal guidance

  • International and multi-disciplinary business experience (over 30 years)

  • An integrated approach, active oversight and control of all assets, activities and service providers

  • Structured process, methodological approach to safeguard and generate family wealth

  • A professional platform offering independent advice, sustainability and continuity

  • One-stop centre for all family wealth activities

  • Shared resources, experience and expertise

  • High Value Business Networking

  • Periodic Meetings according to Client Requirements

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