Advise UHNW families on aspects of family office set up, supporting them in developing and implementing a sustainable strategy and the necessary framework including the design of a family office business plan to maintain and grow the family's wealth for today and for the future.
Partners with Private Bankers as well as all product partners, to provide a high level of sales and product experience and support the banker in all aspects of marketing, prospecting, presentation preparations, reporting and regulatory requirements.
Specialists work closely with experts in topics related to family legacy planning, succession planning, structuring and philanthropy advisory and services, to supporting market teams to on board family office clients.
