Aglaia is independent. We are your family’s CIO, CFO, Risk Officers, Trustees, Directors and more.
Our core values of simplicity and transparency are key to Aglaia’s Family Office Services. Our integrity and experience, combined with an investment approach designed to enhance your family’s goals and aspirations, creates a strong and lasting relationship.
At all stages, our team provides a thorough examination of your family’s needs. By understanding and aligning our objectives with those of your family we aim to assist our clients in maximising returns whilst minimising risk and reducing cost.
We adopt an endowment approach to establishing a portfolio that will preserve and grow capital through generations. We consider all asset classes, and are not constrained by geography. We will chair the family investment committee and ensure that assets and investments follow the guidelines laid down at the start of our relationship. We begin by performing a complete evaluation of your family’s assets, and use this to establish appropriate structures, provide cash flow planning, and implement new investment ideas. We then move on to the monitoring phase where we ensure complete compliance with your family’s mandate.