Your social success and the increase of your wealth should make your life easier and ensure peace of mind for you in the future.
This is why Alma Management Family Office is here to support you and orchestrate for you the interventions of veteran professionals: financial institutions, insurers, lawyers, etc., leading them to converge on your objectives.
Our team evaluates your overall asset situation, understands your needs, helps you to set goals, draws up a detailed plan for the actions to take to meet your requirements and on your behalf ensures that it is correctly implemented.
Our offer is organized around 5 service centers, among which you will set your own needs and priorities :
- Investment management
- Inheritance management
- Choice of Banking Partner and of its jurisdiction in order to find a home for your assets there
- Consolidated reports
« Integrity, objectivity and transparency are the characteristics of our commitment to our clients »