Services
Wealth
Preservation
We seek to offer our network comprehensive financial services, including investment advisory, portfolio advisory, succession planning consulting, advising on entity structure while providing consultancy services on a full spectrum of assets, investments and banking accounts across our clients wide ecosystem.
Our objective is to support our clients with strategic actions in order to ensure the preservation of their capital and create wealth through their investment decisions including real estate acquisitions, venture capital, private equity and other types of shareholdings with the ambition to make them generate sustainable income tailored to their needs, preferences and risk tolerances.
Tree Capital SA ‘s scope of operations can be defined into two parts:
Core Activities and Day-to-Day Operations.
Core Activities
Portfolios
Real Estate
Tax Advisory
Trust & Estate Planing
Banking
Investments
Day-to-Day Operations
Banking Support
- Selection of appropriate banks
- Account Opening with several banks
- KYC and AML documentation
- Compliance support
- Guidance in management of banking relationships
Investment Support
- Consolidated Reporting
- In house advisory
- Structuring of products with a wide range of banks
- Access to a list of products from Private Equity and VC funds
- Real Estate investments
External Services
- Corporate Advisory
- Estate Planning
- Succession Planning
- Trusts and Foundations
- Legal and Tax advice
- Set up of companies