INFO FINANCE
Economic and financial advice
Architect of your heritage solutions
General Partner of Cap Sud Opportunity Fund
VALUES
Commitment
At your side, our support finds its meaning only on the long term.
We are working to make sure your satisfaction allows us to keep on providing a service that you can trust.
Be attentive
Follow your goals and faithfully fulfill your expectations are our only concerns.
You are the center of the strategy that we implement. We set up and follow together a single, tailor-made path.
Trust
In order to be a key partner of the process, the good quality of the relationship we are building everyday, is essential.
Proximity
We are committed to maintaining our customers with a unique and special relationship, in a constant listening concern.
Independence
We recommend you freely by selecting and coordinating the appropriate providers to meet your expectations.
HISTORY
Independent structure, INFO FINANCE advises and directs the choice of its customers with an absolute requirement, and a guided approach according to the objectives set and the means made available to us.
Since our beginning our main focus is to preserve and make growthe global wealth of our customers, according to their needs and will.
Our work is made to ensure that all the different service providers, responsible for a specific field of activity, work together to the preservation, development and sustainability of your private interests.
Central part of your assets, independent advisor, we work for a limited number of customers and families. It is a choice, in order to always provide high value advises, for the sake of responsiveness and flexibility.
WHAT WE DO
Our offer
Our business model deals with high level profiles, way beyond the usual private banking abilities.
Entirely ” A la carte ” and widely diversified, the Family Office covers all the needs this type of customer usually may ask for.
The Family Office is designed to make portfolios grow from a generation to another within the family, while protecting and preserving the individual interests amongst family members.
AUDIT AND SPECIFICS NEEDS
Diagnosis : know yourself before making proposals.
Initial start, it is a first meeting, a clear and wide view over your personal situation, from a civil, legal, tax, and financial point of view. The aim is to set up a database both well detailed and workable. Obviously, as we are legally monitored, interviews are always confidentials.
Highlight the structure of the assets and liabilities of your assets.
Set goals according to your life choices, and make them evolve over time.
Specification : suggest a strategy
A concrete and educational step, it allows the validation and understanding of the proposed solutions. A concrete and educational step, it allows the validation and understanding of the proposed solutions.
Identify a way, according to personal issues on one hand, and legal, civil, tax, economic and social matters on the other hand.
Understand your risk exposure and personal feeling.
Monitoring : Refresh your personal situation.
Make sure you keep on believe in the strategy we conduct for you : our role is to track your assets, decode and translate for you the legal and tax elements, throughout our relationship.
The implementation extends over time, so it is necessary to analyze legal and tax news, and check if your strategy still matches with this so uncertain context.
Wealth management requires support and uninterrupted watchmen nearby.
Time should remain your best ally in the development of your assets.
GIVING MEANING
Expertise
Focused on the promotion, management, and wealth transmission.
An exclusive approach :
By offering exclusive service, and beyond a certain threshold, Cap Sud Family Office is the custodian of your family governance, using economic and legal instruments, adapted and adaptables.
Shared values :
We believe in values of requirement, competence, and independence : our purpose is to provide impartial and fair advice, so that confidence is the center-point of our relationship with you.
Invest differently :
Vineyards, vintage cars, art, are also the expression of a strategy, not only the reflect of an emotional or a particular and personal feeling or love. We can advise you through our network of qualified and specific experts.
Professional issues :
We also deal with your equity financing transactions, M&A, mergers, and transfers.
A COMPLETE WIDE RANGE OF DEDICATED SERVICES
Save
Develop
Generate
Protect
Hand over
Emigrate
Our desire: to move from a situation suffered to a situation chosen
CONTACT
Locations
We are at your disposal to carry out the missions you may want to assign us. Info Finance covers the entire territory and occasionally takes part where your economic and financial interests remain.
Contact information
Phone :
+352 621 782 885
Address :
GRUUSS STROOSS N° 35
L-9991 WEISWAMPACH
LUXEMBOURG.
Email :
contact@infofinancesa.com