Team synergy drives Family Office success, forging prosperity and legacy

Uninterrupted, holistic guidance on the family's estate persists. Our team collaborates with the Family Office's advisory team, aligning actions and offering comprehensive counsel.

Serving as legal advisors, tax consultants, and asset managers, we are the family's trusted allies, prioritizing their interests with professionalism and complete independence.

As integral members of the Investment Committee, we assist the family team or the Family Office directly, contributing to their preparation and enriching their content. Our commitment lies in providing unwavering support, ensuring the family's financial endeavors are executed with precision and in alignment with their long-term goals.

 Professional stewardship shapes enduring family legacies, fostering prosperity and continuity

Managing the complexities of family affairs has become an increasingly intricate task, often necessitating the involvement of a diverse array of advisors and financial service providers, including attorneys, tax consultants, banks, insurance companies, and asset managers.

Our role is to simplify this intricate process, serving as the central point of contact to streamline the flow of information and alleviate the burden on family members. Acting as a crucial "buffer," we establish effective communication processes tailored to the individual needs of our clients, facilitating seamless interactions between the family office, family members, and third parties across Europe, Latin America, and North America. Additionally, we take charge of coordinating and organizing all activities for our clients in both the U.S. and Europe, offering comprehensive support in general administrative matters.

At the core of our service is a commitment to respecting the privacy of our clients, ensuring that all information remains strictly confidential. Discretion is the cornerstone of our business, providing families with a shield of anonymity as they engage with our family office, serving as a trusted intermediary between them and external parties.

 Simplify life, thrive with trusted advisors for profound peace and success

Engaging our team simplifies life significantly. In a conventional Family Office setup, families navigate numerous relationships with lawyers, tax advisors, bankers, asset managers, and various professionals connected to the Family Office.

However, with 720, our clients streamline their interactions to only engage with our team. Our professionals take charge of liaising with diverse professionals, organizing, managing, and executing all necessary steps and decisions on behalf of the Family Office. We ensure seamless coordination and provide regular progress updates to family members.

This streamlined approach not only simplifies communication but also enhances efficiency, allowing families to focus on their goals with the assurance that our team handles all intricacies with expertise and dedication.