Services

WM is a family office and an investment firm, providing financial services to Ultra High Net-Worth families and offers an inclusive solution for the family, based on its needs, values, and goals.

Jointly, with each of our clients, we formulate and continuously monitor a tailor-made asset allocation model and an investment strategy to serve the family today and to lay the financial infrastructure for the next generations.

To make the relevant financial decisions based on the most accurate data available, we provide, through Our custom-made reporting, a consolidated view of the family’s assets, including tradable assets and private equity.

Via a global network of specialized advisors, we also provide solutions related to tax, intergenerational wealth transfers and trusts.

We serve our clients in a personal manner while applying strict and confidential work processes and methodologies.