Estate Planning
Through the establishment of robust corporate and trust structures, foundations, pensions, wills and letters of wishes in a variety of different jurisdictions.
Financing
Against bankable assets (Lombard loans) and non-bankable investments (real estate) via custodians or an external broker.
Pension & Retirement
Income consolidation and structuring, management of investments within these solutions.
Legal & Tax Issues
Access to selected tax advisors and lawyers in different jurisdictions; a particular focus on cross-border issues for income and capital; different residence solutions to suit individual requirements.
Insurance Against Risks
Via appropriate disability, life, cyber, and asset insurance.
Access to Private Equity and Venture Capital providers
Consolidated Reporting
And independent benchmarking of a family´s global bankable assets.
ISGAM’s key services are portfolio management and investment research. Our financial planners also provide professional financial planning services and have particular experience in relation to ‘cross border’ families.
Over the last three decades we have built a remarkable network of external specialists in a wide range of fields. This network enables us as an independent asset manager to offer our clients excellent and holistic family office solutions
