Monthly Reviews – to include ongoing monitoring of performance, benchmarking and fee reconciliation across whole of estate
Asset Allocation Advice – access to the Falco Private Wealth investment committee for analysis on investment strategies and asset allocation
Point of Contact – your sole point of contact for private banks, property managers and trustees to manage estate, fees and concentration risk
Due Diligence – analysis of new investment opportunities received by the family to formulate recommendations
Family Advice – personalised investment advice and financial planning for family members, including education sessions where appropriate
Legacy & Philanthropy – to include focus on Wills, gifting, charities, trusts, Family Investment Companies and pension planning
Cash Management – ongoing cash flow planning and liquidity monitoring, acting as power of attorney where required for payment and investment execution
Third Party Management – providing oversight and management of accountants, lawyers, property managers and overseas advisors
Global Relocation – International legal and tax expertise to advise and support change in residency
Co-investment Opportunities – access to exclusive co-investment and alternative investment opportunities in real estate and private equity.
Property & Collectables – bespoke proposals based on requirements for real estate and collectables e.g. Art, wine, cars
Managed Portfolios & Structured Products – Falco Private Wealth managed investment portfolios
Financing – UK and international mortgages alongside any portfolio leverage requirements for liquidity and cashflow
Cyber Security – assess and ensure the ongoing security and privacy of family and business assets
Aviation Services – search and advise on the most suitable aircraft and services for the family needs
