Our Services

>> Why Work With Egeli & Co. Family Office ?

Protection and management of the wealth of the family and transfer of the same to the next generations are possible only with conscious decisions. Management, preserving and enhancing of the family assets efficiently, to the extent that they would provide benefit to the family in the long run requires sacrifice, knowledge and time at least as much as the efforts made to create this wealth.   We coordinate the recommendations of the specialists of the wealth management and  freeing our families from the time, effort and energy required to manage wealth and coordinate advice, we are giving them the gift of confidence and time for personal and charity objectives.

We, as Egeli & Co Family Office, satisfy all these needs of the families in that respect and offer them integrated services for management and sustainability of their welfare. Having focused at the whole picture, we ensure that the specialists and consultants such as legal advisers, tax consultants, financial consultants, all being parties to the wealth management, work in coordination with each other within the frame of the wealth management plan we prepare according to the needs of each family. In other words we act as the safeguard of the wealth. We integrate all the different services and parties required for the wealth management, offer confidentiality and guidance at the highest level and become the exclusive communication point for the family. We act as the defender of all the members of the family and provide objective and impartial consulting in order to ensure that the financial affairs of the family would be consistent with their targets and the family philosophy.

By freeing our families from the time, effort and energy required to manage wealth and coordinate advice, we are giving them the gift of confidence and time for personal and charity objectives.







TRANSFER OF WEALTH TO THE FUTURE GENERATIONS

 

The efficient management, sustainability of the families’ assets and its eventual transfer to future generation, constitute the most important priority for the families.
So as to serve for this priority, we evaluate the current conditions in the best manner and develop the most efficient investment plans to protect and grow wealth in all market conditions.

We, as the spokesman of all the family members and the generations, convert hopes and dreams to durable investment plans in consistence with the family’s philosophy.
Our common goal for families is to foster the development of wealth and to plan transfer of the wealth to the next generation through integrated wealth management, tax strategies, wealth structuring, cash flow planning, risk management and family education.