Personalized Patrimonial Consulting
Our consolidation, reporting and analysis services ("wealth coaching") address the following situations:
Individuals and families
Religious congregations, dioceses and foundations
…possessing diversified assets, both geographically and/or compositionally (real estate, stocks, bonds, etc.), and searching for support in the day-to-day monitoring and control of their patrimony.
There is a responsibility to protect and build on the assets with which we have been entrusted, both those we have received and those we have earned. There is a duty to manage our holdings effectively, not only for the sake of the present, but also in order to safeguard the future for the generations to come.
- MultiPlus founder Archduke Christian of Austria