{"id":31901,"date":"2024-08-07T11:44:48","date_gmt":"2024-08-07T09:44:48","guid":{"rendered":"https:\/\/www.mbscapital.com\/family-offices-and-trusts\/"},"modified":"2024-10-03T09:16:14","modified_gmt":"2024-10-03T07:16:14","slug":"family-offices-and-trusts","status":"publish","type":"page","link":"https:\/\/www.mbscapital.com\/en\/family-offices-and-trusts\/","title":{"rendered":"Family Offices and Trusts"},"content":{"rendered":"\t\t
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\n\t\t\t\t\t\n\t\t\t\t\t\t\n\t\t\t\t\t\t\t\t\tOur Services<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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MBS Capital Advice offers family offices and trusts key services covering all aspects of their investments, to help them achieve their financial and extra-financial targets with complete peace of mind.
Our comprehensive range of services for family offices and trusts covers:<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tDefining objectives<\/b>: Based on your financial projections and wealth objectives, we carry out a structured analysis of your performance needs, risk tolerance, preferences and investment experience.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tGuidelines<\/b>: We support you in drawing up and updating the charters and regulations that govern your financial planning and investment decisions.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tInvestment universe<\/b>: We help you define the universe of eligible asset classes according to your needs and preferences, specifying the characteristics of each category to highlight potential returns and associated risks.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tStrategic allocation<\/b>: We advise you on the development of a strategic allocation designed to cover your objectives in the best possible way, considering the tax implications of the various investment categories and maintaining appropriate diversification. We regularly review the strategic allocation to keep it in line with your requirements.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tImplementation<\/b>: We help you choose efficient, cost-effective investment vehicles that minimize specific risks, avoid unintended risks, offer total transparency and are appropriate for your tax situation.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tSustainability<\/b>: We help you define approaches that integrate the three key aspects of sustainability: alignment with your ethical values, the impact of your investments, and the consequences in terms of risks, performance and costs.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tControl<\/b>: We provide continuous oversight of the entire portfolio to ensure alignment with the strategic allocation and compliance with management mandates.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tPeriodic reporting<\/b>: We deliver regular, customized reports that give you a consolidated, synthetic view of all your assets.\nReports cover performance, risk and cost analyses.\nWe compare your portfolio's performance with appropriate benchmarks, and proactively monitor investments to quickly identify any risk of deviation from objectives. <\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t
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    ” <\/em>An investment in knowledge
    pays the best interest<\/i>.”<\/em><\/p>

    Benjamin Franklin<\/i><\/p>

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    \n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t\"Family\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

    Clients Clients Our Services MBS Capital Advice offers family offices and trusts key services covering all aspects of their investments, to help them achieve their financial and extra-financial targets with complete peace of mind. Our comprehensive range of services for family offices and trusts covers: Defining objectives: Based on your financial projections and wealth objectives, […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-31901","page","type-page","status-publish","hentry"],"yoast_head":"\nFamily Offices and Trusts | MBS Capital Advice Sa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.mbscapital.com\/en\/family-offices-and-trusts\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Family Offices and Trusts | MBS Capital Advice Sa\" \/>\n<meta property=\"og:description\" content=\"Clients Clients Our Services MBS Capital Advice offers family offices and trusts key services covering all aspects of their investments, to help them achieve their financial and extra-financial targets with complete peace of mind. 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