Wealth Consolidation and dedicated Reporting

Creatrust provides a full consolidation of Family Offices and individuals' assets wherever they are, whatever form they have and how they are maintained and administered.

Each Period, the Family Office will be able to assess the total assets managed, the evolution of the wealth, the global return, the costs / fees paid to the various counterparties and related risks linked to the portfolio.

the serivce may also include any kind of work supervision in relation with the mandate given by the Family Office or work of reporting to the family members or to the tax authorities.

Our services include:

Family Office Structure

Family Vision

Family Office Solutions

Family Office Services

Wealth Protection Plan set-up

Wealth Consolidation and dedicated Reporting

Family Office Structure

Family Vision

Family Office Solutions

Private Assets Consolidation

Family Office Services

Wealth Structuring Advice and Succession Planning

Asset Holding Vehicles