Targeted to existing family offices that are in need of advice and assistance in any specific area, or those which require the adoption of extraordinary measures, for example.
Changes in the objectives or needs of the beneficiaries.
Unexpected creation of liquidity.
Wish or need of changing the managers of the portfolio.
This service is defined and customized for and by the client, based on the requirements that have to be covered in each situation.
Supplementary to the COMPREHENSIVE and ONE-TIME SERVICES, we offer a recurring consultancy, via the presence at the Advisory or Family Boards, or even through periodic meetings to analyze the family office situation from a third party perspective, guiding the client on any aspect that is required.
MONDO CONSULTING offers educational and training services for next generations, preparing them to face their future challenges through a robust methodology that creates a framework for understanding family wealth, family values and responsible prosperity.
We also offer training seminars to financial entities and Private Banking departments, focused on the design of specific commercial actions for this type of families and individuals.
Attendees will be provided with better knowledge of the peculiarities and needs of the Ultra High Wealth Clients, making their commercial actions more efficient and improving the relationship with their clients.