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온라인 서비스 가능

1 on 1 Private Banking Services

Private banking and family office services.

1시
1,250
Online Session

서비스 내용

Protecting family wealth — by ensuring the right structures are in place to comply with relevant legislation and regulation requirements. Managing investment risk — by diversifying family wealth Improving family cohesion and generational transition — by enabling debate and active communication within the family around goals, strategy and key decisions. Clarifying governance over how the family stewards its wealth — by establishing proper processes and oversight to manage the assets. Managing the personal affairs of family members — by providing support around financial and lifestyle requirements.


연락처 정보

+18604740077

Submit@pbigloballending.com

PBI Global Lending Group 120 Oxford Street, Hartford, CT, USA


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