Your Personal Virtual Family Office
If you ever wondered if managing and protecting your global wealth could be easier and centralised so that you can access all of your information and transact in one place and do not have to provide your personal information over and over again, we have just the tool for you.
Whether you own all of your wealth in your personal name or if you have intricate offshore Trust and Company structures, we have the necessary tools for you. With the technology now at your disposal, it has never been easier for you to create an encrypted safe space for your Wealth Manager, Financial Planner, Fiduciary Specialist, Accountant or Trustee to manage your wealth, store information that you need to have access to, communicate with you, meet up with you, sharing information and ensuring compliance .
Once you have logged-in and safely stored your information, you can send encrypted messages to your advisors, do calculations, save files to your secure file vault or have your advisors save it for you. Because we are an international organisation, our tools make it easy for you to manage global wealth and structures. We have also made it easier for your advisors to give you great service by providing them with compliance tools, document automation, accounting diary management, time management and data reporting.