REYL Private Office, headed by Pierre Condamin-Gerbier, acts as a wealth coordinator, private secretary and fiduciary administrator, placing all its resources at the service of its clients’ personal and professional success.
It offers private fortunes with demanding and complex personal and professional lifestyles a dedicated, independent and comprehensive resource acting as catalyst of best practice to facilitate all their intiatives, from the adminstration of their day-to-day lives to the implementation of complex strategic wealth solutions.
This structure allows them to spare their most precious commodity: time, whilst reducing costs and increasing the efficiency of all their initiatives.
It allows them to focus, without any unnecessary administrative distraction or issue, on the enjoyment and continuation of all their personal and professional achievements helping them improve their quality of life.
REYL Private Office provides professional management for its clients’ private affairs.
Practical benefits
- Our staff members have vast experience in setting up and overseeing private office services, in a large range of specialist areas
- Relationships are contractual
- Contracts can be concluded in Geneva or Paris
- Only in-house, encrypted IT systems and servers are used
- Potential service providers are audited and tested before being selected
- Like a conductor directing an orchestra, we constantly select and coordinate the best external service providers, rather than take an unrealistic single platform or internal “one-stop shop” approach
Wealth audit
- Conducting an exhaustive analysis of a client’s asset structure
- Preparing a short-, medium- and long-term action plan
- Producing a detailed analytical report
- Carrying out an audit of all advisors and managers
- Assessing the related value, risk and costs of each component in each asset class
- Providing oversight on all governance matters
Tax advisory
- Ensuring tax optimisation across jurisdictions, generations and asset classes
- Conducting a full audit of the tax position for all individuals and structures
- Preparing and filing all tax returns
- Selecting the best onshore tax-exempt structures and products
- Creating, administering and managing all tax structures (companies, trusts, foundations etc.)
- Selecting and coordinating specialists
- Conducting preliminary analysis, preparing for and managing relocations
Independent asset management advisory
- Reviewing existing asset allocations
- Recommending appropriate tactical and strategic asset allocations, if required
- Setting up and coordinating a family investment committee
- Creating and implementing dedicated benchmarks
- Establishing and executing risk control procedures
- Conducting a full review of existing managers and their mandates
- Overseeing and managing the relationship with each manager
- Selecting new managers in each asset class where appropriate
- Implementing diversification strategies for blocks of stocks and stock options
- Creating and managing dedicated private funds
- Designing and implementing structured products