Our Services

We craft our services in the interest of our clients

At Per4m, we do more than manage assets. We guide our clients through challenging financial decisions and help them seize opportunities tailored to their unique profiles and circumstances.

Discover Our Family Office Services

At Per4m, we understand that managing significant wealth comes with unique challenges and opportunities. Our Family Office services are designed to provide comprehensive, personalized support to meet your family's financial and lifestyle needs. Here are the advantages of partnering with us:

Wealth Management: We offer a centralized approach to managing your assets, ensuring that all aspects of your financial life are aligned with your long-term goals. From investment management and tax planning to estate planning and philanthropy, we cover every facet of wealth management.
Personalized Service: Every family is unique, and so are our solutions. Our dedicated team takes the time to understand your specific needs and aspirations, creating a customized plan that reflects your values and objectives.
Expertise and Experience: Our seasoned professionals bring a wealth of knowledge and experience to the table. We stay abreast of the latest market trends, regulatory changes, and innovative strategies to provide you with the best advice and service.
Peace of Mind: With our Family Office services, you can rest assured that your financial affairs are in capable hands. We handle the complexities of wealth management, allowing you to focus on what matters most – your family and your passions.
Efficient Administration: Managing multiple financial matters can be time-consuming. Our Family Office services streamline administrative tasks, from bill payments and financial reporting to coordination with other advisors, giving you more time to enjoy life.
Legacy Planning: We help you build a lasting legacy. Whether it’s through philanthropic endeavors, succession planning, or educational foundations, we work with you to ensure that your values and vision are preserved for future generations.
Confidentiality and Discretion: We place a premium on your privacy. Our Family Office services are delivered with the utmost discretion and confidentiality, ensuring that your personal and financial information remains secure.

Your concerns and requests are covered and taken care of. We work together with lawyers, notaries, tax accountants and fiduciaries to offer you a 360-degree service

Partner with us to experience the difference of tailored, professional Family Office services.

Financial Asset Management

Clients can choose their level of involvement in managing their financial assets, whether delegating entirely or seeking expert advice. Our role is to craft an investment strategy aligned with each client's financial goals.

Discretionary asset management

With discretionary asset management, we design a personalized investment strategy and roadmap for long-term portfolio diversification based on your objectives, overall asset structure, and risk tolerance. We actively manage and rebalance your portfolio, prioritizing capital preservation and safety. We ensure full transparency and provide comprehensive portfolio reports, allowing you to focus on what matters most.

Advisory asset management

For clients who prefer a hands-on approach, advisory asset management allows you to make investment decisions with our specialized advice. We assess your time horizon, performance objectives, and risk tolerance to identify suitable investments. We monitor performance, execute orders, and provide guidance on asset allocation and portfolio rebalancing. The frequency and depth of your interaction with your advisor are tailored to your preferences.

Supervision and consolidation

Supervision and Consolidation Services

We consolidate and supervise all your assets, financial or non-financial, regardless of where they are held or how they are managed. Using our advanced Portfolio Management System, we offer maximum value and provide a customized, periodic overview for clients with accounts in multiple banks.