The business is usually a major component of an entrepreneur’s wealth. 
Its rational wealth structure is based on risk capital allocation diversification, risk hedging, tax and change planning as well as to a certain extent on timing. 

Also for a later succession or transfer of business interdependence should be possibly avoided or limited.
Wealth preservation and growth must bear in mind business, family requirements, tax issues, ethical beliefs and values, market view, preferences, visions, and whatever is important to the client. 
This can be achieved applying measures such as cost effective diversified market exposure, structures to take advantage of expected alpha return potentials, systematic review and rebalancing based on technical or macroeconomic indicators, covered financing structures with risk diversifying collateral. 
Lean independent asset managers can concentrate on fewer clients than banks and having no own products to sell they can concentrate on client service. 

• Understand the client
• Needs and objectives
• Environment and restrictions
• Risk profile
• Proposal
• Adequate solutions
• Agree and Implement
• Strategic asset allocation
• Cost effective solutions
• Review
• Information
• Tactical asset allocation
• Flexible remuneration
• From the client: flat or performance fees;
• or from banks and providers: part of their standard margins and commissions which usually accrue with the banks.

Our related independent asset managers are supervised by a Self-Regulating Body, recognized by the Anti-Money Laundering Control Authority.