top of page

OUR GROUP

Family Office

Screenshot 2022-04-05 at 09.47.42.png

Managing what you built

Every fortune has its own history and structure that has grown over generations. The more complex the structure and the larger the assets, the more important they are:

​

  • Holistic viewpoint

  • Intergenerational strategy

  • Targeted control

  • Reliable coordination

  • Consistent controlling

​

We are specialised in catering services for entrepreneurs and family-owned corporations. Through our experiences, we share similar values and beliefs and have developed a thorough understanding for the legacy of your wealth and its interaction with your corporation.

​

Our services include:

 

  • Wealth management

  • Wealth consolidation

  • Art Advise

  • Family governance

  • Succession planning

​

DIGITAL ASSETS

Screenshot 2022-04-05 at 09.48.09.png

Continue growing your dreams

From a family office perspective, having to manage families and portfolios we have seen that the interest fields are shifting due to new offerings, different generational interests, geographical disparity and maturity, etc....

 

Since a few years digital assets became an asset category on their own which tends to stay unmanaged and uncontrolled resulting in a potential risk to dilute wealth and being a risk.

 

WGDA is there to educate and guide the different generations on the potential of digital asset and streamline the wealth for this specific category.

 

We are fully focused on exponential technologies and digital assets.

​

Our services include:

​

  • Academy – Blockchain, Metaverse, Crypto, NFT’s, DeFi’s,…

  • B2B Advisory – Helping you transform and transition your business to the next level of digital assets

  • Advisory Services on OTC- Due diligence, trading

  • Wallet/Portfolio Advisory Review - Professional review of your wallet and the coins/tokens positions

  • Fund Set-up/Services - Ability to set up investor funds with differentiated value propositions

  • Token/Coin/NFTs – Create customised solutions

INTELLIGENCE

Screenshot 2022-04-08 at 10.47.18.png

Intelligence as a key to growth

Weatlh Guard Intelligence is a global business intelligence consultancy that leverages the whole Wealth Guard Group’s experience, network and reach to provide unique insight and access to our clientele. Our services address some of the most urgent, sensitive, underserved, and persistent issues that corporations and families face in every industry which is Risk, Reputation and Security.

 

In this dislocated post-pandemic world, Sovereigns, Corporates and Families all need specialists to help them strategise.

 

Organisations that wish to be ahead of the curve also perform ahead of the pack. In a rapidly changing business ecosystem, access to exclusive information and intuitive analysis provide a significant business advantage.

 

WGI provides off-market intelligence on global dynamics, as well as a deeper analysis of people and organisations not available from published research and public information.

 

Our services can be classified in the following segments:

 

  • Corporate Intelligence/Due Diligence/KYC: Diligence in Open-Source Intelligence, Human Intelligence, and Cyber Intelligence.

  • Reputational/Disinformation:  Diagnostics to detect and assess the probable damage from reputational based attacks.

  • Geopolitical/Geostrategic Analysis:  Diagnostics on current-forward-thinking scenarios play out vis-à-vis your interests and goals.

  • Protective Services:  Safeguarding your valuable assets, whether that is personal, physical, or virtual.

  • Business Development: Our global connectivity and access to the right people, on the ground across industries allows us to zero in on your business development objectives and increase your speed to market.

REAL ESTATE

Screenshot 2022-04-05 at 09.48.40.png

Real Estate is key corner stone of any life and wealth

Imobilis & Partners has been active for decades. Through successful mediation and advise to private and institutional clients, I&P became a reliable partner in real estate matters.

 

I&P long-term strategic advice ensures that their clients property portfolio maintains its value.

 

We focus on value preservation and succession planning. Controlling tasks and clear reporting structures create transparency and mark strengths and weaknesses as well as opportunities and risks.

 

Goals: 

​

  • Long-term, strategic advice: Our vision is over a long-time horizon, so we ensure our client’s strategies reflect this view.

  • Long-term value preservation: We aim to ensure that the value is preserved for an extended time horizon.

  • Early measures to coordinate succession planning: Generational planning needs steps to be in place from the very beginning to be effective.

  • Proper controls and clear reporting: Our structures create transparency and flag up strengths and weaknesses as well as opportunities and risks.

 

The following services are available to our client’s real estate needs:

 

  • Investment Advice, Consulting & Advisory Services

  • Valuation / Analysis

  • Sales, procurement of commercial and residential objects

  • Asset and Portfolio advisory

  • Project Management

  • Financing / Digital Transactions

  • Reflect residential and commercial objects

bottom of page