Economic Advice and Financial Instrument Engineering

The main objective of this service is to render an economic advice to the Family Offices or UHNWIs to help them to manage its global investment ideas with the aim to increase the yield on their portfolio, by:

Reviewing the allocation among asset classes such as Real Estate, Private Equity, Hedge Funds, artworks, securities, insurance policies, …
advisory on creation of leverage, hedges and monitoring of debt levels, currency allocations, etc

Selection and monitoring of asset management professionals (please note Creatrust will not be responsible for asset management and will only provide general economical advice)
Negociation with bankers or financial institutions while keeping an eye on counterparty risks, costs, fees and experience
Advice on Philanthropy, incorporation of charities, gifts, donation or legs
Due diligence on Fund managers

Creatrust will take into account the different assets, needs of regular income and taxation in order to choose the dedicated financial institution, structures and asset managers.

Creatrust will act in a supervisory capacity and will coordinate the execution of the various mandates that are entrusted to them.

Our services include:

Wealth Manager Selection, Coordination and Control
Fund Manager Selection and Audit
Art Collection
Financial Product, Certificate of Securities, Hybrid Instruments
Wealth Protection Plan
Private Assets Consolidation

Family Office Structure

Family Vision

Family Office Solutions

Family Office Services

Wealth Protection Plan set-up

Economic Advice and Financial Instrument Engineering

Family Office Structure

Family Vision

Family Office Solutions

Private Assets Consolidation

Family Office Services

Wealth Structuring Advice and Succession Planning

Asset Holding Vehicles

Wealth Consolidation and dedicated Reporting