A service that matches your assets.
Consilium Financial Services has the approach, the team and the expertise necessary to simplify your decisions, protect your assets and secure a prosperous future for your heritage.
Our method
Consilium Financial Services uses portfolio managers who have a global network of investment specialists and innovators, allowing us to offer the advice and recommendations that meet your vision and objectives.
Investment management, especially in volatile markets, requires the expertise and sound judgment of a properly qualified professional. The broad range of portfolio options allows for investment opportunities that are diversified not only across asset classes such as stocks, bonds and real estate, but also by geographic distribution, market capitalization, industry sector and investment style.
All investments are continuously monitored and evaluated by Consilium Financial Services, to ensure their strategic direction and consistent returns.
Our support
Tax and estate planning
Wealthy families face complex and unique challenges, and managing them requires an integrated approach specifically designed for them and their families.
Your personal CFO
Acting as your family's investment managers, our professionals provide wealth management advisory services to guide the coordination and management of your family's financial assets.
Dynamic family management
With great wealth comes great responsibility: to the community, to family members and to future generations. Developing clear governance structures promotes harmony within the family and ultimately, intergenerational success.
Tax planning, simplified and detailed reporting
Integrating tax strategies and structures is essential for all ultra-high net worth families. Improper tax planning can have serious consequences.
Insurance and family security
Life insurance can be an important investment strategy for families looking for sources of liquidity upon death or to achieve philanthropic goals. We can help you evaluate whether life insurance can help you achieve these goals.
How can we help you?
Contact one of our advisors today.