The FAMILY OFFICE

WHAT IS A FAMILY OFFICE?

A family office is a structure offering advice on wealth structuring and asset management. It ensures the preservation and coherence of family wealth on a long-term, "transgenerational" basis, in collaboration with all the client's historical experts.

In this context, JMCD INVESTMENTS LTD looks after its customers' interests, capitalizing on its experience, know-how and, above all, its autonomy.

WHAT IS A MULTI- FAMILY OFFICE?

Unlike a single family office, which looks after just one family, a multi-family office works on behalf of several clients.

As a multi-family office, JMCD INVESTMENTS LTD is able to pool the assets of its clients, thereby gaining access to advantageous offers in terms of both solutions and costs.

WHAT SERVICES DOES A FAMILY OFFICE PROVIDE?

To carry out its mission, a family office identifies and analyzes the family's needs, advises it on the management of its financial assets, its investments, its transmission, governance or philanthropic projects, and then monitors them.

JMCD INVESTMENTS LTD offers a wide range of services, including wealth engineering, portfolio management, consolidated reporting, succession planning, taxation, real estate, private equity, family governance and even philanthropy...

WHAT'S THE DIFFERENCE BETWEEN A FAMILY OFFICE AND A WEALTH MANAGEMENT ADVISOR?

The purpose and status of a family office are similar to those of a wealth management advisor (CGP).

The difference lies mainly in the structure, which is generally larger in a family office, and in the customer segmentation, which is generally more affluent. The scope of intervention and level of expertise of a family office is also broader.