Doradztwo podatkowe, fundusze inwestycyjne

Family Office

Taxways Wealth Management S.a.r.l. delivers services known as Multi-Family Office. Their scope includes cooperation with investment banks, means of transport management, estate planning, holidays organisation.

 
Multi-Family Office means one stop shop which offers products of all providers. Its purpose is to facilitate day-to-day activity of Client by contact with one person. Although main goals are growth and protection of Client’s and his/her family’s assets and ensuring passing wealth down to lower generations, list of our services is unlimited.

Multi-Family Office means:

- independency, objectivity, loyalty;
- accessibility;
- transparency;
- confidentiality;

Taxways Wealth Management S.a.r.l. obliges to:

-    Proactive attitude towards client (contact with client at least once a month)
-     Quarterly review of Client investment portfolio by professional adviser or/and client’s bank
-    Annual meeting to specify Client’s needs and goals,
-    Reply to Client request within 24 hours (in the same day if objective difficulties does not occur).