Creatrust > Family Office > Economic Advice and Financial Instrument Engineering > Economic Advice and Financial Instrument Engineering

Economic Advice and Financial Instrument Engineering

Creatrust’s main objective is to render an economic advice to the Family Offices to help them to understand its global investment objectives, and aim to increase the yield on their portfolio, by:

Reviewing the allocation among asset classes such as Real Estate, Private Equity, Hedge Funds, artworks, securities, insurance policies, …
Creation of leverage, hedges and monitoring of debt levels, currency allocations, etc

Selection and monitoring of asset management professionals (please note Creatrust will not be responsible for asset management and will only provide general economical advice)
Negociation with bankers or financial institutions while keeping an eye on counterparty risks, costs, fees and experience
Advice on Philanthropy, incorporation of charities, gifts, donation or legs
Due diligence on Fund managers

Creatrust will take into account the different assets, needs of regular income and taxation in order to choose the dedicated financial instruments, structures and managers.

The Family Office will have access to a dedicated team of the most experienced and competent professionnals of the financial sector in Luxembourg or abroad for the managing of the family’s assets. Creatrust will act in a supervisory capacity and will coordinate the execution of the various mandates that are entrusted to them.

Our services include:

Wealth Manager Selection, Coordination and Control
Fund Manager Selection and Audit
Art Collection
Financial Product, Certificate of Securities, Hybrid Instruments
Wealth Protection Plan
Private Assets Consolidation