One of our esteemed clients recognised the importance of preserving wealth for future generations. They entrusted us with their estate and tax planning needs. Our team crafted a comprehensive wealth preservation strategy that minimised their tax liabilities and ensured a seamless transfer of assets to their heirs. Thanks to our tailored approach, they successfully preserved their family’s legacy, safeguarding their wealth for future generations. As a result, they reduced their estate taxes by 15%, securing a significant financial advantage for their heirs.
Another successful entrepreneur client was acutely aware of the need to protect their assets from unforeseen risks. They sought our expertise in asset protection and insurance solutions. We developed a robust risk management strategy that shielded their wealth from potential threats by optimising their insurance portfolio. Recently, when an unexpected business liability emerged, our meticulous risk management approach gave them peace of mind, ensuring minimal financial impact and securing their wealth. This resulted in a 30% reduction in financial losses compared to their previous risk management approach.
One of our clients, a seasoned investor, encountered the intricate task of optimising their illiquid assets to unlock valuable liquidity. They sought our expertise to navigate the complexities of illiquid assets while ensuring compliance with stringent regulatory requirements. Andera Capital devised a precise plan for illiquid asset optimisation, leveraging the fair value of their assets and compliance assurance protocols. By seamlessly integrating these strategies, we successfully enabled our client to transform their illiquid holdings into a valuable source of liquidity. As a result, our client now benefits from a robust liquidity solution, allowing them to seize investment opportunities with confidence while maintaining full compliance, ultimately achieving their financial goals.
Andera Capital is an independent multi-family office nestled in the city of lights: Paris, France. The essence of our culture intertwines with our ultimate goal of wealth management and preservation for our ultra-high net worth clients.
