Family Office
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“Independent family office serving entrepreneurial families.”
In an increasingly complex wealth management environment, we support managing families in the structuring, governance and transfer of their capital, with rigor, discretion and long-term commitment.
Our mission
To be the sole strategic partner for entrepreneurial families, helping them to manage, secure and safeguard all their assets - professional, private and family.
Our approach
We combine legal, tax, financial and human aspects to create a coherent wealth strategy aligned with the family's ambitions.
- Wealth structuring: holdings, professional assets, investments, real estate
- Family governance: organization of roles, decision-making rules, family pacts
- Investment strategy: allocation, partner selection, performance monitoring
- Inheritance and estate planning: dismemberment, donation, asset reorganization
- Educating heirs: raising awareness of heritage issues, supporting succession planning
Our role
- A discreet conductor to ensure overall coherence
- A trusted interface between the family and its advisors (notary, lawyer, private banker, chartered accountant)
- A strategic partner, able to anticipate risks, structure decisions and preserve family serenity
Benefits for our customers
- An integrated, clear and managed vision of our assets
- A lasting alignment between business challenges and family values
- Tailor-made, confidential support, free from conflicts of interest
Why choose Mentorium Partners?
Because managing a family estate is about more than assets: it's about balance. And a vision.
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