Family governance and financial management cannot be improvised. Sunline helps you identify your financial assets’ scope and fully understand the private and family sphere. We provide objective and necessary support in identifying your needs and determining your financial objectives.
Identifying the actual scope of your assets and your family investment universe.
Generational succession planning based on the specific requirements of members of your family.
Verifying legal and tax restrictions based on your objectives.
Setting up an organisational platform within the Family Office.
Investment and monitoring
Positioning and strategy
Applying a consistent philosophy and realising your objectives.
Targeting essential needs and negotiating with all partners.
Recommendations and guidelines
Diversification of managers, choice of banks and product analysis.
Skills and experts
Assessment of external managers in accordance with the mandate granted and review of strategies.
Consulting and reporting
Reviewing the risks of actual exposure based on your initial criteria.
Control over investments
Reviewing strategies and identifying arbitrage opportunities.
Coordination and consolidation
Considering all your assets in the round.
Reporting and accounting
Analysing consolidated reports on your financial position and the available options in line with the family's objectives.
Services and logistics
Interacting with our trusted partners as necessary.
Provision of premises
Making use of our facilities for greater ease and flexibility.
Strengthening family cohesion around a shared professional or philanthropic project.
Organisation of events
Working on your projects using our network of professionals in accordance with your objectives.