Family Office Services
As your personal CFO, WM’s service offering encompasses much more than just managing your investment portfolio. We take a holistic view of your wealth and offer you a variety of family office services to give you and your family a comprehensive solution for your financial life.
Family Office Services
Creation and administration of special legal entities
Asset structuring and estate planning
Charity and philanthropy advisory
Advisory and relocation management to tax-efficient residency
Business consultancy, due diligence and capital raising
Foundation
We actively promote charitable causes and a part of the company’s income goes to organizations focusing on supporting the welfare of children in need.
We provide additionally advisory in the field of charity and philanthropy.