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Our comprehensive services are designed to support your broader aspirations, ensuring both security and prosperity for your family. Here is a stage-by-stage breakdown of our approach:
We begin by understanding your family’s unique financial goals, values, and aspirations. This involves detailed discussions to outline your vision, identify priorities, and establish both short-term and long-term objectives. During this stage, we gather comprehensive data on your financial situation, preferences, and priorities through interviews, questionnaires, and family meetings.
We conduct a thorough assessment of your current financial situation, including assets, liabilities, income, and expenditures. This stage also involves evaluating existing investment portfolios to identify gaps and opportunities for improvement, and conducting a risk assessment to determine your family’s risk tolerance and capacity.
Based on our analysis, we develop a customized strategy that aligns with your family’s goals. This includes creating an investment policy statement (IPS) that outlines your risk tolerance, asset allocation preferences, and investment guidelines. We also draft a comprehensive financial plan that encompasses retirement planning, estate planning, tax optimization, and insurance needs.
With a clear strategy in place, we proceed to implement the investment plan. This involves selecting suitable investments across various asset classes, including equities, bonds, private equity, real estate, and alternative investments. We coordinate with financial and legal advisors to ensure seamless execution and compliance with all regulatory requirements.
We establish a robust governance framework to manage decision-making processes. This includes defining roles and responsibilities, setting up a family council or advisory board, and implementing accountability mechanisms to ensure transparency and efficiency. This framework helps in maintaining clear communication and effective management of the family’s wealth.
We continuously monitor your investment portfolio and overall financial health. Regular performance reviews and adjustments are made to stay aligned with your goals and market conditions. We also include proactive tax planning, risk management, and ensuring compliance with evolving legal and regulatory standards.
Transparent communication is key to our approach. We provide detailed reports and updates on investment performance, financial status, and any significant market changes. Regular family meetings and consultations ensure that all stakeholders are informed and engaged. We use advanced reporting tools to deliver clear and actionable insights (J.P. Morgan Private Bank).
We place a strong emphasis on financial education for family members to ensure a smooth transition of wealth and responsibilities to the next generation. This includes tailored training programs, workshops, and developing a clear succession plan to maintain continuity and preserve the family legacy).
Begin your journey towards financial security and prosperity with Sygna Capital. Contact us to discover how we can help you achieve your family’s financial goals.
info@sygnacapital.com
+41 445 851 914
Dufourstrasse 43, 8008 Zurich, Switzerland
Sygna Capital is a multi-family office based in Zurich seeking to invest in African investments in energy, tourism and infrastructure.