Family Office and Asset Management
"...W SOLID ADVISERS was established in 2012 and is a consulting firm based in Lisbon. We benefit from a strong networking base, leveraging our global experience in several industries to deliver pragmatic and goal-oriented solutions.
We are problem-solving oriented professionals with a SOLID networked, and are able to address large-scale management and financial situations, and to offer solid, timely tailor-made solutions."
Family Office Model
Control of the Assets: The family’s stated goals for financial security, wealth preservation, and family legacy drive the work of the family office. The family is able to directly oversee decisions about family financial matters.
Continuity of the Family: Many families rely on the family office to foster a sense of community and family unity over time. The family office serves as a partner with the family in the work of sustaining the family’s assets.
Objectivity in Decision-making: Clients of a family office have access to a dedicated team of trained professionals whose sole purpose is coordination of the family’s key assets. There is no conflict of interest in this business model; the interests of the family are aligned with the interests of the advisors because the advisors work directly for the owners.
Customization of Services: The service menu, educational offerings, and customized financial reporting are developed with the clients and for the clients.
Confidentiality of Information: This dedicated business entity provides the best protection for the family’s privacy and security of financial information.
Asset Management
WSC has a dedicated asset management team managing our client's assets (cash, investments etc.).
WCapital has also dedicated portfolio managers as well as access to internal, detailed equity research reports which should give it an edge over investors controlling their own money.
The Management service offered to high net-worth individuals, sovereign wealth funds, pensions and corporations.
The firm will typically charge a management fee (a fixed percentage of total funds managed) and sometimes take a percentage of the profits although this blurs the line between an asset management fund and a hedge fund.
Related Terms
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Mutual Fund
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Investment Bank
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Private Banking
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Private Wealth Management