Since the very beginning of our operations, we have been a standard bearer shaping good practice in the wealth management market, and an opinion leader introducing new traditions and succession planning culture.
Wealth management does not end with smart investment management. In order to find the unique path that will take you to the point where you can manage your assets intelligently, our task is to stay proactive and think holistically so that all other areas can be integrated.
We possess exclusive competences, experience and know-how, which allows to ensure the right balance between personal wealth and business objectives.
Family Office
The Lewben Family Office offers guidance in the design of wealth management plans, and in selecting the best strategies, providers and products to implement them.
Read moreWealth Management Solutions
We can provide consulting services in the preparation and transfer of asset management to third parties, design the optimal relevant structure, and, where appropriate, act as a fiduciary.
Read moreFinancial Planning
We will assess your overall wealth picture, helping you to identify the most effective ways of achieving your wealth management goals.
Read moreSuccession Planning
We offer consultations on succession strategy, asset valuation and family consulting on matters of preparation and sale of business.
Read moreWe ensure that our professional services and long-term asset management solutions are built to fit the individual needs of the client.
We aim to become a global provider of long-term asset management and value growth solutions for high net worth individuals, families, and businesses.