Nevastar provides an integrated independent solution that supports clients and families to manage their wealth, as well as services related to their non-investment professional needs. Our Family Office services enable our clients to always be in control of their wealth in the simplest and most efficient way.
Nevastar can assist you and your family with the following:
- Asset allocation: we define this with each client and implement the best mix between asset classes in order to try and maximise the return, while minimising risk
- Investment selection: we analyse and select the best investment vehicles in each asset class such as equities, bonds, fixed-term deposits, ETFs, mutual funds, futures, options, FX, structured products, hedge funds across all geographical regions
- Risk management: we monitor all investment and non-investment risks in order to best protect the total wealth of our clients
- Custodian Banks selection and fee negotiation
- Consolidation of assets, reporting and performance analysis: we provide an integrated report which allows our clients to quickly understand the status of their wealth and to take well-informed investment decisions
- Personal tax and wealth planning: we have worked and established solid relationships with highly reputational service providers in estate planning, tax planning, philanthropy
- Concierge service: our dedicated team takes care of our clients’ everyday needs including relocating, finding schools, booking holidays etc.