A consolidated financial report can be prepared by C&D INVESTMENTS, presenting a concise overview of all assets. Depending on the requirements of the client, the statement can include one or more bank accounts, financial assets, real estate, art, or any other asset class..
Assessing the client's global asset allocation in terms of risk profile, diversification, and liquidity is based on the consolidated financial statement.
A cash flow statement that highlights inflows and outflows (return, expenses, investments) can be prepared for each customer.
Financial planning and budgeting can be done with the statements because they help track performance, monitor and control costs.
Advisory
Clients are supported in their relationships with their banks by C&D Investments. We evaluate your relationship with each bank and can, if necessary, introduce you to fresh banks from our global network.
Setting up appropriate rates, specific investments and other special requests are some of the topics we provide assistance on.
The range of potential solutions is expanded by our independence.
Private asset administration
We aid our clients with the acquisition, sale, and management of property in various nations, be it for personal, leisure or investment purposes. The assistance of leading tax experts and real estate professionals ensures the establishment of the most appropriate and effective tax and legal frameworks. We can handle the administration of the property after purchase, and also assist our clients with the administration of art, boats and planes.
Administrative support
Control & monitoring
C&D Investments assists clients with a variety of day-to-day issues related to wealth management and lifestyle choices.
We also provide assistance in all aspects of relocation, including but not limited to administrative or regulatory matters, taxation, housing, schooling, and education for children.
LEGAL & TAX
Estate Planning
We strongly recommend that our clients plan their succession. We help them understand their goals and constraints. We collaborate with carefully selected specialists in order to find answers and create solutions.
Tax planning
We assist our clients with their tax position. Firstly, we assess their situation and attempt to identify any weaknesses. Using the advice of experts in each relevant jurisdiction, we then help them define and implement the appropriate solutions.
Company administration
We work with local service providers to administer companies and family structures for our clients.
Our clients frequently ask us to serve as directors of their companies or as guardians of their family trusts or foundations, allowing us to further protect their interests.
We participate in family boards and councils and provide assistance with governance.
