Our Clients

Every person, every family, every story is different, yet all share the same need: to protect what they have built and ensure its continuity.

At Beyond Wealth, we help individuals who are seeking to create a meaningful legacy, ensuring that what truly matters endures.

We support three main client profiles, each with distinct needs:

Making their wealth meaningful

For professionals or entrepreneurs who have multiple custodian entities, products and dispersed structures, and who need order and control over their overall wealth.

We start from an independent diagnosis to achieve an appropriate wealth structure. We compile consolidated reporting that helps to understand the real situation of assets, liabilities, risks and costs.

From there, we develop a comprehensive strategic plan for the adjustment and alignment of wealth structures, including open-architecture entities and managers, liquidity strategies, and a phased implementation schedule.

The result: a coherent and transparent structure that brings meaning and balance to every decision.

Establishing a Family Office

We accompany entrepreneurial and family wealth groups that wish to professionalise their management and consolidate their legacy.

We help create solid governance structures that include investment committees, family protocols, and succession planning aligned with a defined—or yet to be defined—purpose, all in addition to the proposal for financial consolidation, order and structure.

From there, we develop a comprehensive approach that includes:

Efficiency, adjustment, and alignment of the wealth architecture
Purpose-driven philanthropy, transforming intention into strategy
Financial and governance education, with programmes tailored to each generation
Connections between our families so they can share experiences, opportunities, and lessons learned, in both the business and family contexts

Our objective: to preserve family harmony and ensure sustainable and rational wealth planning.

Taking their Family Office further

We collaborate with teams that are either well-established or in the process of being created, providing independence, analytical capability and global infrastructure.

We review multi-custody portfolios, assist in the analysis of managers and assets, and enhance reporting by optimising costs and processes, bringing in all our infrastructure and technology.

We add an objective and technical layer that eliminates bias and strengthens decision-making.

We also support families who wish to create their own Family Office, helping them choose the model best suited to their complexity while reflecting their vision and wealth purpose.

In every case, we seek a wealth architecture that is more efficient, transparent and sustainable, capable of evolving while preserving what is essential.