Thanks to the wide range of expertise of its partners, the Nemesis Group is able to offer a wide range of Family Office and Wealth Management services.
Portfolio Structure and Optimization
Wealthy families, organizations, trusts, and endowments often have conflicting goals and time frames. Long- or medium-term capital growth, for example, contrasts with the need to preserve short-term liquidity and current income, but many other contrasting objectives are also common. A well-structured and diversified portfolio strategy involves the integration of different objectives and their time horizons into the asset allocation. At Nemesis, an intelligent and tax-efficient investment strategy starts with the recommen-dation of a bank in a suitable country, the well-conceived choice of a specific holding structure, and a set of appropriate investment products, all tailored to the particularities of our clients.
The risk goes hand in hand with investing. Therefore, it is crucial to identify, steer and monitor them so that they can be understood and accepted if they are associated with a satisfying expected payoff. Detecting and avoiding any unwanted additional risk is one of the reasons we are hired. At Nemesis Group, we closely monitor our clients’ portfolios to ensure that they are aligned with the expectations formulated by our clients in their risk profiles. Avoiding the permanent deterioration of its clients’ capital is Nemesis’ first priority.
Investments in different asset classes and jurisdictions require a thorough knowledge of existing laws and regulations, including the main features and rules of the tax authori-ties of the client’s country. Mistakes can easily lead to losses or lower after-tax returns. The Nemesis Group has the experience and connections to ensure that investment re-turns are maintained in a tax-efficient manner while being consistent with the client’s investment objectives and risk profile.
A common and shared vision of the future is the premise for a sustained growth of family wealth over the years. At Nemesis, we help shape such a vision and foster com-mon goals to ensure the success of generations to come. Careful and rigorous wealth planning and expense management support our clients in achieving their present and future goals.
Foundations, Trusts and Endowment Services
Prudent wealth management is a particularly sensitive need for nonprofit and philan-thropic organizations. Thanks to its experience, Nemesis, through its advisory services, is the most appropriate partner to streamline operations and investments towards the achievement of our client’s objectives and mission or structure. Foundations, endow-ments, and trusts usually have a statute that is associated with tax benefits or tax ex-emptions. The Nemesis Group places emphasis on the retention of a client’s status. Knowing and avoiding activities, transactions, and investments that violate the laws of the respective jurisdiction is a cornerstone of achieving this goal.
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