Family Office

Cukierman & Co Family Office serves a few families and high net worth individuals through accessing Cukierman & Co.’s broad range of investment expertise and relationships. Together with the client, our team evaluates the client’s risk profile, defines the asset allocation, implements both strategic and tactical decisions, manages the financial wealth, and handles all of the client’s ongoing financial affairs. Our team deploys a global strategy approach that is personalized by each individual client.

• Accessing market leading products and managers.
• Managing relationships with banks, external managers, accountants and other service providers.
• Monitoring and evaluating asset managers and direct investment opportunities.
• Addressing tax issues, trusts, estate planning and philanthropic activities.
• Providing transparent, informative, reliable and consolidated reporting.