Advisory and structuring
Flexible and modular: Kontora will act for you as a family office, or an outsourcer and advisor for your current office.
We will analyse your asset structure and requirements, and then develop proposals for the optimal organisation of your wealth. (You will know what that means for our day-to-day work when you see that only around 2% of all investment offers pass through our quality filters.)
An optimised infrastructure and organisational basis will underlie your decision on how to spread your assets into different targets and asset classes. Subsequently, we will help you decide what trusted and what new paths to take. In doing so, we use the most up-to-date investment systematics from institutions such as Yale University, thinking in the long run and in terms of generations.
We will identify the most objectively suitable financial and service partners for you. Our interdisciplinary team of specialists will enable you to act at eye level with asset advisors. As a side effect, you can enjoy tangible cost benefits as a result of a competitive situation and economies of scale.
In the case of alternative investments (such as property or private equity investments), we also pay careful attention to the reliability of partners. Here, the active structuring of investments is important. For investments of any type, you will also receive a safety concept and added value created by the influence on the legal structure, business model and the selection of your financial partners.
You will decide whether you use our consultancy services in the form of a one-time audit, or asset management in a permanent, structured process.
Of course, after the audit you can transform your asset management into a permanent, structured process.