Family Advisory Services
Preserving, enhancing and ensuring the smooth transmission of family wealth
The Edmond de Rothschild Group provides wealthy families with unique family office know-how thanks to experience acquired since the middle of the18th century by seven generations of Rothschilds.
Ensuring first class monitoring
As a unique interface and privileged partner of families whose assets require more sophisticated and sometimes transnational management solutions that are often coordinated with external experts, private bankers have an indispensable role in relationships with families or their family offices.
They provide wealthy families with an integrated service that covers all aspects of a client's assets. They also ensure that the overall strategy is coherent over the long term and coordinate fund managers, advisors and even banks.
Specialist resources to address the most complex issues
In-depth analysis of total assets to match the objectives and the specific situation of each family sometimes requires the intervention of in-house or external specialists. These are handpicked for their professionalism and regularly consulted for sound advice in their field of expertise, be it property, works of art and collections, education, medicine or philanthropy.
Preserve wealth through a risk management approach
Many successful family businessmen and women can face the same problems as big institutions. Aware of this, we offer them an approach to risk management that was initially developed by our in-house specialists in institutional risk.
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