Fiduciaries and Trustees
  • You administer the assets of clients who maintain relationships with various managers and banks.
  • You would like to truly monitor and control the mandates you have been entrusted (Trustee, Foundation Board Member).
  • Your clients would like you to provide clear and comprehensive reports.
  • You lose too much time collecting and processing information on your clients’ assets.
  • You want to go further in advising clients, particularly in terms of financial risk management.

We offer fiduciaries and law firms a solution that will enable them to effectively manage the risks associated with their respective mandates.

To each his own business. You dedicate yourselves to your specific activities and let us take care of the consolidation of your clients’ assets.

Contact us today.