While assets stand in your own name, they are exposed to any border, claim and event. A private fund separates ownership from the name: a set-apart structure holds the assets, on rules you set. The House designs and establishes it — so that personal wealth stands apart and protected.
The House builds the private fund as the holder of personal assets: ownership separated from your name, the rules of disposition and transfer set by you, cross-risk sealed off within. First the picture of assets and the fund’s architecture, then establishment through local partners and integration into the order of succession. One partner of the House carries the mandate.
What you get: an established private holding fund · a charter with the rules of disposition and transfer · a transfer of assets separating ownership from the name · integration into the family’s order of succession.
A set-apart structure holds your personal assets on rules you set: ownership separated from the name, cross-risk sealed off, and the path to passing to the next generation already laid. Wealth ceases to depend on your personal name and stands on its own.
The Diagnostic is credited against the mandate fee. A reply within one business day.