EMU is your asset management partner
We offer a financial situation analysis service for private persons, families and companies. Relax and let the experts of EMU manage your overall assets and their development.
EMU’s Family Office service uses a tailored wealth report that helps you to have a clear overall picture of your finances. This way, you can make the best decisions regarding your personal and company’s finances with the support of our experts.
The Family Office service and wealth report are tailored according to the client’s wishes
The service takes into account the individual requirements of clients. In addition to the big picture, the pricing depends on matters such as the reporting cycle, reporting levels and the scope of overall financial management.
The service is initiated in two stages. During the first stage, we perform a general assessment of the current situation and draft an overall image of the company’s finances. Based on this, we build a personal Family Office annual clock and a long-term plan as well as compile a wealth report together with the client.
During the second stage, we proceed to provide a continuous service where we update the report and produce services in line with the client’s requirements and the annual clock.
The wealth report may include
an overall picture of net property and its development
all types of property
allocations (property categories, geographical, treasurers)
comparison of treasurers’ performances