Overview
Successful entrepreneurs often neglect their private financial matters. GATE III Private Services & Finance offers an exclusive and success-orientated management of entir worldwide assets and property - the so-called Investment Controlling.The GATE III Private Services & Finance may consist of the following services:
Financial planning:
Analysis of the current situation, the client's very ambitious aims, wishes and demands as well as working out model scenarios / solutions and optimizing by including all financial, legal and actual aspects.
Financial control:
Continuous accompaniment and expert monitoring by consolidated representatioin of the worldwide assets and property, by controlling of the involved banks and financial service providers, by risk management as well as representation of the client's interests with regard to the financial market.
Financial coaching:
A very experienced and highly qualified person in a position of trust (confidant), the Chief Financial Officer, accompanies the client exclusively and advises him in a comprehensive manner. This personal contact person is also responsible for co-ordinating all activities in terms of the private financial situation. Further, the confidant will structure the private assets with involving all actual and legal aspects, as well as answering all questions regarding the financial sphere.
Benefits
The main advantage for the client is that he will be given full security in regard to his financial matters through sustained planning and permanent control.The benefit for the client can be summarized as follows:
- Independent partner in the financial sector, independent representation ot the client's interests in the financial market and, consequently, more neutrality
- Searchin the most suitable financial service providers
- Recurrent overview over the whole and worldwide assets and property
- One responsible contact person (confidant) and access to an international centre of competence and excellence (network of specialists)
- Asset preservation for the next generation
- Protection of privacy (Swiss quality standard)
- Minimizing of risks through periodical control and analysis of the current financial situation
- Control of the involved banks and financial service providers
- Services offered are independent from the client's domicile
- Increased transparency - especially in terms of costs
- Cost reduction through negotiating of the conditions
- Noticable relief and easing of the stress in the area of private financial management