In an individualised and increasingly complex world, we need the calming influence of the pole. A consultant who creates added value through foresight and consistency. By identifying trends, risks and opportunities in a wide range of areas at an early stage and proactively incorporating them into his services.
Today’s world is characterized by strong individualization. No matter whether it’s life concepts, working methods or the type of social interaction – we have more and more freedom of choice as to how we want to shape our lives. The meaning of life is increasingly becoming a private matter. On the other hand, basic human needs have remained universal and unchanged. We strive for community, want to be understood by others in our needs and feel trust and security.
Especially when dealing with very wealthy individuals and families, these values are absolutely central. After all, the larger and more diversified the assets, the more complex the challenges and issues involved. It has long been a question not only of investment strategy and asset allocation, but also of maintaining orientation and focus in a complex and rapidly changing world. Digitalization, artificial intelligence, changing work concepts and network economy, block chain, tokenization, protection of privacy in a changed regulatory environment are just a few examples of the rapid changes. A family office must always look at these issues from two perspectives. On the one hand, from the concrete practical. What do you think the changed working concepts mean for my client’s company? What risks does the brexite entail for his property investments in England? Or how should he pass on family assets to the next generation without suffering tax disadvantages in different jurisdictions? On the other hand, from the perspective of the asset manager. Which companies are the winners of digitalization? What potential do Security Token Offerings offer and how can my customers participate in promising companies? What risks does the over-indebtedness of European countries pose for the fixed-income allocation? From both perspectives mentioned above, a family office must find answers in a wide range of areas and provide proactive impulses.
At Finad, we not only aim to identify trends as well as relevant political and economic developments at an early stage, but also to always offer solutions and opportunities not only to counteract them, but to use them and make them “investable”. By providing access to high quality investment opportunities in the various asset classes. We see ourselves as trustworthy, lifelong companions and sparring partners who offer our clients what everyone is basically looking for: Consistency, security and orientation in an ever more rapidly changing environment.
