TMFO assists its clients in defining clearly their objectives, taking into account their global situation and help them choose the proper strategy to achieve their selected goals. In doing so TMFO cooperates with the best experts and professionals, all selected with great care for their excellence in their respective domains, to advise and assist its clients in particular in the following areas :

• Wealth advisory services
• Organization, supervision and monitoring of investments
• Tax planning
• Estate planning
• Art & Philanthropy

TMFO offers assistance to families in designing means and ways to keep the family together and to pass on, in an organized and non-conflictual way, the family’s assets from One Generation to the Next.

These services include :

• Identification of the family’s values and objectives
• Definition and monitoring of the strategy chosen by the family
• Conception, drafting and implementation of a Family Charter
• Structuring and organization of decision-making procedures
• Monitoring of interests managed in common
• Coaching of the new generations

TMFO offers assistance to its clients in designing, with their own financial advisors, the proper strategy for the Preservation of their Financial Assets. These services cover, in particular:

• Definition of investment objectives and of the corresponding strategy
• Assistance in the selection of right asset managers
• Optimization of financial management and of the services rendered
  by various financial advisors
• Supervision and monitoring of the tasks and duties performed by these outside services providers

PROJECT MANAGEMENT

TMFO also assists its client-entrepreneurs in the organization and management of direct investments and business ventures.

These services cover, in particular :

• Assistance in the discussions / negotiations with investment bankers
  and business partners
• Structuring of investments
• Assistance in the negotiations relating to the purchase or sale of business
  related to their family affairs
• Assistance in the search of investors or buyers for specific ventures

REPORTING

• Assistance in identifying where to source these functions
• Designing, structuring and organization of reporting tools
• Gathering and consolidation of information
• Regular synoptic reporting on all assets and family situation