Personal and Family Fortunes
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Contact usAt Mallette, we offer owners of fortunes in excess of $3 million who have entrusted the management of their portfolio to third parties the possibility of professional and rigorous monitoring of their agents.
Our expert accountants, financial planners and financial analysts (CFA) work together to ensure that our clients' personal and family wealth is managed in accordance with the established prescription and in line with structural and regulatory requirements and conventions.
Our high net worth clients benefit from a legal authority with recognised expertise in the supervision of trustees and the monitoring of fortunes, which guarantees diligent monitoring of investment policy, prohibited investments and management fees.
In addition, we review the historical performance of the various managers on behalf of our clients to ensure that their assets are being managed appropriately.