Creatrust > Services > Economic Advice and Financial Instrument Engineering > Fund Manager Selection and audit

Fund Manager Selection and Audit


Creatrust takes full account of the different assets, income needs and taxation matters of the client in order to help the Family Offices or the HNWIs to choose the right financial instruments, structures and fund managers.

The Family Office will have access to a dedicated team of experienced and competent professionals for the management of the family's assets. Creatrust will act in a supervisory capacity and will coordinate the execution of the various mandates granted to the Fund Manager.

 

Creatrust will:

  • Review the global allocation requested by the Family Office among the different asset classes such as real estate, private equity, hedge funds, art works, securities and insurance policies.

  • Create reporting tools and monitor leverage, hedges, debt levels and currency allocations.

  • Select and monitor asset management professionals (please note that Creatrust is not responsible for asset management and will only provide general economic advice).

  • Negotiate with bankers or Fund Managers or financial institutions while keeping an eye on counterparty risks, costs, fees and expertise.

  • Conduct due diligence on Fund Managers.

 

Furthermore, Creatrust will provide both Fund Managers reporting and a full consolidation of assets, if so required.

 

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Creatrust is a member of the Ordre des Experts Comptables (Luxembourg) and an independent member of TGS Global Network Limited, an international network of professional business advisors.

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