Alpen Partners offers clients with more than 10 million in assets under its management a complete range of family office services, similar to what large multi-billion dollar families typically receive through their own family offices.
Our clients have realized the cost and efficiency benefits of having Alpen Partners take care of their family office, and have appreciated that the need to own their own family office became a dispensable luxury.
Pierre Gabris took time out of his busy day to answer some important questions regarding family office services. Pierre is a founder and managing partner of Alpen Partners and has years of experience in the financial sector and dedicates his time to sharing his experience and knowledge with others.
Visit this page to read more about Pierre and the entire Alpen Partners team.
Let us take a look at what he has to say about family office services and the future.
The main challenges they are facing are 1) internationalization of their businesses and family members that lead to many issues such as estate planning, 2) family governance, 3) preservation of the wealth that was created and 4) finding investment alternatives that make sense in the current economic cycle.
We apply the same level of due diligence for any possible investments, be liquid or private. We review the underlying market trends, the balance sheet and cash flow situation of the investment, the management team, shareholders, etc. For investment vehicles such as funds, we look at the fee structure, track record, alignment of interests with management, etc.
Our focus is on capital efficiency, i.e. investments that can generate high cash flows with little capex. We also do some more opportunistic trades such as some investment themes (water, 5G, etc) or special situations (M&A, restructuring, etc)
Teach the younger generation how to deal with the money, invest wisely, diversify across many regions, currencies and asset classes, succession planning,
Prepare for the end of the current credit cycle that will end with a major credit crisis, prepare for the bad days (get a 2nd residency, get a 2nd passport, set up asset protection structures, etc), find investment opportunities that are somewhat decorrelated
Our total alignment of interests with the clients, our total independence vs. banks and other financial institutions, our critical vision of any possible investments, our global view of investments and unique investment idea generation, our global network of lawyers and industry specialists
With this important information in mind, it is never a bad idea to ask for help. Below are some of the important family office and financial management services offered by the expert team of Alpen Partners.
One of the main reasons an individual should consider forming a family office is what it can do for their future. People with high net-worths have worked hard for their money and it would be a shame for it to be wasted in the event that they are not around anymore.
With the help of Alpen Partners, your family office can be equipped with the following resources to ensure your wealth is taken care of.
Along with planning for the future, by forming a family office, your current wealth can be protected through risk management, portfolio advisory, financial planning, and more.
Secretarial services include all services that will make the life of our clients easier. Cash management, personal advisory, and party planning are some of the services that our team can offer. Alpen Partners provides its larger clients with the full range of family office services. More than being simply an asset manager for clients, we become their trusted partner to handle all aspects of their private affairs.
No matter the problem, Alpen Partners will handcraft a solution for you. We know that there is no one-size-fits-all when it comes to financial success. Our approach involves working with our clients to make a unique plan to meet their needs. Rest assured that we will work hard to guide you through the process of meeting your financial and personal goals.
Contact us to enhance your financial plan today.