INVESTMENT CONSULTING
Realia Family Office collaborates closely with the global leading financial institutions and we are very well informed about their newest products and possibilities. Our clients are also experienced and knowlegeable as regards economical and political situations that influence considerably the capital markets and as a result, its material values and assets. These two factors combined enable us to get the best results.
We are delighted to accompany you on your way and support you with the professional advice in taking investment decisions.
Realia Family Office is an independent company, acting independently in taking investment decisions and does not take part in interests conflict.
INVESTMENT MANAGEMENT
The key objective for any investor is to get an optimal balance between return on investment and risks. We guarantee the maximum return of invested money by keeping the top standards of asset management: making the objectives clear, an in-depth analysis, the right and well-thought best strategy choice, proper control over the strategy’s execution. Together we elaborate the plan of your investment and carry it out on the highest professional level.
You allow us to manage your assets by signing a discretion order. We will assist you in taking decisions about the investment strategy and will take care about its tactical realisation. Together with our experts you define your strategy for years to come, as well as potential risks. We distribute the assets after that and keep you informed about assets development status.
Our reports are accurate and clear, they demonstrate the assets development and how your objectives are reached. All of your investments are under our control, we regularly monitor and analyze the status.
FAMILY OFFICE
Our expert team is ready to carry out not only the asset management projects, but also other supporting tasks, from finance planning to personnel hire. We analyze your objectives first, prepare strategic plans after that and the bring the strategies to life. Among our services are:
- inheritance planning,
- finance planning,
- assets structuring,
- budget- and cash-flow management,
- securities and personal account keeping,
- consolidation and reporting, including Global Custody Solutions,
- real estate management,
- visas, leave to remain, European Union and Great Britain citizenship,
- assistance with setting up business in the European Union and the United Kingdom,
- personnel hire in the EU and the UK,
- leisure time activities,
- relocation support,
- and many more.
The above mentioned services are offered not only to the Realia Family Office investors and their family members, but also to all of our clients. We are open to providing complex solutions to particular tasks as well as separate services upon request.