#wetakecare

WHAT WE DO FOR YOU

OUR MISSION

For families seeking peace of mind when it comes to the protection and management of their interests, Conscientia Family Office offers:

· Dedication to the understanding of the family's needs, together with the highest level of expertise paired with the necessary resources.

· Transparency on fees, products and recommendations, allowing Conscientia to mitigate risk and conflicts of interest.

· Personalized attention on matters that are important to our client families, such as: business dealings, financial planning, investment decisions and family governance, including the education of the next generation.

· Alignment of our interests with those of our clients. We invest our family wealth alongside our customers, ensuring that decisions are made based on the best interest of the client and best outcome.

#pillars

OUR VALUE PROPOSITION

HOLISTIC APPROACH

PERSONALIZED SERVICE

TRANSPARENCY

ALIGNMENT OF INTERESTS
AND VALUES

MULTI-FAMILY OFFICE
INFRASTRUCTURE

SINGLE-FAMILY
OFFICE APPROACH

24/7 SUPPORT
AND GUIDANCE

MAKE US YOUR
TRUSTED ADVISOR

#ourvision

CORPORATE

CORPORATE FINANCE
CONSULTING

We perform a full assessment of the client and their company(ies) in order to better understand their current situation and their unique financial needs to deliver a structured plan that ensures financial balance.

BUSINESS STRATEGY
ADVISORY

We work to establish a clear vision of your company(ies) across different time horizons. We provide support in order to identify and implement the strategy needed to achieve the set objectives, applying the methodologies, tools and knowledge that we have utilized in our own wealth planning to safeguard our clients.

CORPORATE
GOVERNANCE

We partner with a group of professionals that have deep industry relationships and can guide our clients in the corporate restructuring processes and management oversight.

LEGAL AND
TAX PLANNING

We partner with industry experts to develop tax planning strategies and processes in order to avoid unnecessary costs and shield the structure from undue liabilities.

#ourvision

FAMILY

FAMILY MEDIATION
AND GOVERNANCE

We look beyond the preservation and growth of our clients’ wealth and aim to intervene where we are needed to assist the family, offering an impartial and rational perspective.

SUCCESSION
PLANNING

We understand that one of the key objectives for our clients is the transfer of wealth to the next generations. The best way to reach that objective is through education, coaching and continued planning. We offer our clients and their families support through these steps with ongoing monitoring and feedback from experienced professionals.

RISK MITIGATION AND
AND COST ANALYSIS

We look to mitigate unnecessary costs and risks associated with the traditional asset management industry. We work with our clients to analyze their current investment processes and provide solutions that will reduce associated risks and costs.

EDUCATION OF
FUTURE GENERATIONS

We provide a prudent wealth management plan focused on preserving the client's legacy that ensures that future generations will be prepared for the transfer of wealth. We work with the family members so that they have an understanding of the development of their individualized investment plan.

#ourvision

Others

COSTS AND
DOCUMENTS MANAGEMENT

We offer complete management of both your personal and corporate expenses and documents in a secure, organized and confidential manner, ensuring you have time to focus on what really matters.

CONSOLIDATED
PORTFOLIOS

We employ the Addepar™ consolidation reporting platform to aggregate portfolio holdings held across multiple investment platforms, currencies, and asset types into one concise client driven report to each client.

NETWORKING AND
CONCIERGE SERVICES

We have built a solid team of highly qualified executives with extensive networks. We leverage our contacts to meet the unique and diverse needs of our clients, all while providing the service with no conflict of interest.