Services
We offer comprehensive and personalized solutions for the efficient management of your family wealth.
Portfolio management
At Allié Family Office, we design and manage personalized investment portfolios aligned with your objectives and needs, striving to maintain an appropriate balance between risk and return. Our strategic approach is focused on protecting and growing your wealth over the long term.
What does the service include?
- Personalized Investment Policy:
We develop an investment policy tailored to your situation and objectives, taking into account the total family wealth. This plan focuses on strategic asset allocation and diversification by jurisdiction to mitigate risks, such as country risk. - Asset Diversification:
We seek to optimize your portfolio by diversifying into direct assets, ETFs, and specialized funds to reduce risks and maximize returns. - Customized Benchmarks:
We establish specific benchmarks that allow for continuous measurement of your portfolio’s performance, ensuring that defined objectives are met. - Investment Vehicle Selection:
We look to identify and select the most suitable and efficient investment vehicles for your portfolio, always aligned with your goals and tax situation. - Periodic Reports:
We generate consolidated and detailed reports that provide you with a clear view of portfolio performance, returns, cash flows, and market conditions. These reports enable you to make informed decisions continuously. - Monitoring Cash Flows and Returns:
We rigorously monitor the income, expenses, and withholdings related to your investments, maintaining thorough control over cash flows and portfolio returns.
Benefits
- Long-Term Protection:
A comprehensive approach to sustainably protect and grow your family wealth. - Personalized Approach:
Each investment strategy is aligned with your unique situation and long-term goals. - Transparent and Efficient Management:
Total control over your portfolio’s performance through periodic reports and customized benchmarks.
Access to a network of experts
We facilitate access to a broad network of professionals in various key areas and evaluate providers to help arrange high quality of service at institutional rates.
What does the service include?
- Access to a network of international experts:
We provide access to specialists in areas such as tax advisory, banking services, family governance, legal matters, and corporate finance, among others. - Needs assessment and provider selection:
We analyze the specific needs of each family to help select the most suitable available providers in the market. - Fee negotiation:
We can help negotiate institutional rates with providers to garner significant cost savings without compromising service quality.
Benefits
- Trusted network of contacts:
Having contacts with highly qualified professionals in multiple areas means that all of your wealth and financial needs can be comprehensively covered. - Cost optimization:
We are often able to secure preferential rates that minimize costs for our clients. - Customized solutions:
We tailor our recommendations to the specific needs of each client, ensuring a strategic and cost-effective approach.
Tax planning
We optimize the tax management of family investments, ensuring compliance with tax regulations while maximizing tax-saving opportunities.
What does the service include?
- Coordination with tax advisors:
We collaborate with your tax advisors to ensure timely payment of taxes and accurate filing of annual returns. - Optimization of tax efficiency:
We implement strategies and utilize investment instruments that help reduce the tax burden, especially on income from abroad. - Analysis of tax pressure:
We meticulously calculate the tax implications associated with each investment decision, identifying opportunities to minimize taxes and enhance net returns. - Consolidated reports with a tax focus:
We generate detailed quarterly reports that facilitate strategic decision-making, with a clear emphasis on tax efficiency.
Benefits
- Tax Savings:
We identify savings opportunities that reduce the tax burden, enhancing investment profitability. - Regulatory Compliance:
We ensure that all tax obligations are met timely and accurately, minimizing legal risks. - Transparency and Control:
Consolidated reports provide a clear view of the tax situation, allowing for proactive planning.
Wealth structure
Our aim is to design solid and efficient structures to optimally protect and manage family wealth. We evaluate the client’s financial situation and needs to ensure that each decision aligns with long-term interests.
What does the service include?
- Evaluation of wealth structures:
We collaborate with local and international firms to select the most suitable structure, considering the tax residency and citizenship of family members. - Cost-benefit analysis:
We conduct a detailed analysis of the costs and benefits of each option to help ensure that current and future decisions maximize tax and financial advantages. - Tax optimization:
We design structures in an effort to enhance tax efficiency and ensure compliance with local and international regulations. - Wealth management training:
We offer specialized training programs for family members, focused on wealth management and family governance, ensuring effective wealth administration across generations.
Benefits
- Wealth protection:
Our solutions help ensure the preservation of family wealth against legal and tax risks. - Customized strategy:
Each wealth structure is tailored to specific needs, considering residency, citizenship, and long-term objectives. - Efficient tax planning:
We help reduce the tax burden legally, optimizing income from various sources, including foreign income.
Consulting / Single Family Offices
We offer specialized advisory services to Single Family Offices (SFO), providing tailored solutions to optimize wealth management and promote a strategy aligned with long-term family objectives.
What does the service include?
- Asset allocation optimization:
We design personalized strategies to balance risk and return on investments, helping to ensure efficient asset allocation. - Family governance:
We advise on creating a solid family governance structure, facilitating decision-making across generations. - Manager selection and oversight:
We assist in choosing the managers and monitor their performance to confirm efficient and effective management. - Investments in alternative assets:
We design investment programs in alternative assets and collaborate in selecting specialized funds that diversify and help strengthen the portfolio. - Participation in investment committees:
We actively engage in investment committees to ensure that decisions align with family objectives and wealth management.
Benefits
- Personalized strategies:
Solutions are tailored to the unique needs and objectives of each family, ensuring long-term aligned management. - Efficient management:
We closely monitor managers and optimize asset allocation to help maximize portfolio performance. - Strong family governance:
We assist in structuring decision-making across generations, facilitating continuity and stability of wealth.
