Access to the Falco Private Wealth investment committee for analysis on investment strategies and asset allocation.
Ongoing cash flow planning and liquidity monitoring, acting as power of attorney where required for payment and investment execution.
Analysis of new investment opportunities received by the family to formulate recommendations.
Personalised investment advice and financial planning for family members, including education sessions where appropriate.
To include focus on Wills, gifting, charities, trusts, Family Investment Companies and pension planning.
To include ongoing monitoring of performance, benchmarking and fee reconciliation across whole of estate.
Your sole point of contact for private banks, property managers and trustees to manage estate, fees and concentration risk.
Providing oversight and management of accountants, lawyers, property managers and overseas advisors.
