Wealth management for high-net-worth families has grown increasingly complex. Discover how our family office experts can design a system that helps you aligning generational goals and managing the day-to-day operations.
The dedicated family office experts of Primus Wealth can guide you through the opportunities and challenges your wealth represents.
Primus Wealth offers flexible range of Family Office services that can be customized to meet your daily and ongoing needs. We can adjust the level of our services to your unique needs.
Our Family Office services:
- Comprehensive wealth planning
- Estate planning
- Succession planning
- Tax planning
- Family office governance and education
- Philanthropic, charity and gift planning
- Yacht, jet aviation, and vintage car management services
- Financial planning and cash flow analysis
- Goal-based investment management
- Asset protection and risk management
- Private banking advisory
- Administration services
- Accounting and financial reporting services
- Set up and administration of private equity funds; venture capital funds; family foundations; trusts; companies
At Primus Wealth we are dedicated to take a personalized approach with our clients to understand their unique needs and goals, so we can provide the optimal solution for them.
Family Offices are created to safeguard assets and to accommodate families under all kinds of circumstances. To ensure continuous and proper operations, Family Offices need to find jurisdictions that can provide high level of protection against geographical, political, economic, and religious risks.
Our EU based Family Office services offer exceptionally strong asset and privacy protection combined with tax benefits for families seeking intergenerational solutions to protect and grow their wealth.
Benefits of an EU based Family Office:
- 4 layers of legal protection:
- local
- EU law
- Investment protection treaty networks
- Double tax treaty networks
- EU guarantees economic, political, and social stability
- Legal stability – the EU law is supreme in all EU countries
- Rule of law
- EU law is designed to protect the taxpayers and citizens
- The final decision-making forum is the European Court of Justice (independent supreme court of the EU)
- Free movement of:
- Capital
- Goods
- Humans
- Services
- Political and economic power to provide protection
- Highly developed financial and banking infrastructure
Primus Wealth provides Family Office services through Primus Wealth S.A. Hungarian branch office.
