Wealth overviews and administrative assistance in wealth management for wealthy families and investment advisers

Assure serves many private wealth holders and wealth holders' investment advisors.

We serve private well-wishers with day-to-day overview of risk, returns and total wealth across securities, deposits, bank accounts, unlisted investments and private equity.

A large number of private wealth holders also use Assure for all administration related to their wealth.
It is also known as the Family Office Service.

Assure's Family Office service includes:

• ongoing coordination and communication with accountants, banks and, if needed, investment advisers about any business relating to your portfolio
• bill and VAT payments plus payroll
• We handle your bookkeeping - see how
• We're doing control of your fortune. This ensures, among other things, that the investment framework you have agreed is respected and that there are no errors in commissions or exchange rates

Get answers to the 7 typical family office service questions

Some of the general questions that recur when talking to private wealthy people are:

• Do I have the best setup for my wealth?
• Do I pay a reasonable price for the management of my wealth?
• Do I get reasonable returns on my investments and are they sound?

At Assure, we are not investment advisors, but we are happy to spar with you on a general level and explain contexts, structures and concepts in the market so you can make the decisions you want.