Best Approach to Financial Professional Services: Why Choose Family Office Through Mundo

When looking for reliable financial professional services, investment advisory, and wealth management, there are many things to consider. From the reputation of the company, to finding out whether they have the right license in the countries they operate, we ought to find family services that help us meet the goals and maintain the assets safe. Yet, there is a side that family office companies should solve and can't be overlooked, and this is conflict of interest. 

Financial Professional Services: Family Office and Multi-Family Office

Family Services are the ones who manage the assets of a whole family across all structures and jurisdictions. The best family office companies are the ones that analyze the structure to protect and enhance the family's assets optimally.

The first step is to prepare an “asset mapping” for the family, assess who the beneficiaries are, where they live, and where they have tax residency, so that they can find the structure that suits them best. The second step of these types of financial professional services includes opening all the necessary investment or commercial accounts to set the strategy in motion. 

Focus On What Really Matters Thanks To Family Office Financial Professional Services 

Thus, the family can rest assured that they’re financially taken care of, freeing time so they can focus on what really matters, like the core of the business itself. 

At Mundo, we've written about how to find the best financial advisor, and provided certain guidelines that should always be considered in such a search. Today, it's family office's turn, so next we describe the advantages of accessing these types of family services through Mundo and its partner.

Family Office Companies: The Best Financial Professional Services Through Mundo

Financial Professional Services Duly Regulated

With Mundo, you can work with a family office provider fully regulated in Panama since 2007. The company is based in Panama but open to the world, which means it can help you set up patrimonial structures across jurisdictions.

An Approach To Panama Residency

Mundo’s partners know the Panama legislation very well, and they can help you obtain the Qualified Investor Visa through security investments. This is one of the three investment paths to obtaining residency besides a fixed-term deposit and a real estate purchase. 

Financial, Professional, And Banking Experience

Our partners are former bankers, this means they know exactly how and when to approach banks. Through Mundo, you can get more efficient results when opening bank accounts for your Family Services. Moreover, we can help you access top-tier banks that don’t just open the doors to the first person who walks in. These banks work only with high-net-worth individuals, but thanks to our contacts, you can open accounts in these types of institutions. 

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Avoid Conflict Of Interest: A Vital Aspect Of Financial Professional Services

Our partners are former bankers, but they are not employed with specific banks at present. Often, wealth management, family office companies, and providers of financial professional services work for certain banks or are associated with specific investment funds. The conflict of interest lies in the fact that they will get extra commissions and benefits if you enter those deals. Our partners don’t have this conflict because they don’t work for banks; conversely, they negotiate the best deals so the banks work for their clients. 

With Mundo, there's not such a problem because our experts do not work for specific funds or banks, they work for you, so they will always put your interest first. 

Why Family Office Companies?

When an individual or a family has a complex structure, it can be difficult to analyze, monitor, and implement all the strategies. This is where family office companies come in. Apart from having the best experience in private banking, which is a core service for them, our partners also work on a process called “asset consolidation”, which organizes the client's worth and how it is spread or divided. A family office provider will help you stipulate concrete goals and assist you in achieving them, to obtain the best returns and maximum protection possible. Through an NDA, both parties are protected in a confidentiality agreement that's binding and instrumental to mutual trust. 

Disclaimer: this article is published for informational purposes only and, therefore, it doesn't constitute financial or investment advice. The conditions and characteristics described here may not be 100% accurate. Accurate and updated information will be provided only through formal consultations. Before making any important investment decisions, always consult with certified professionals.

Best Approach To Financial Professional Services: Family Office With Mundo

Our family office partners have impeccable reputability and ample experience in private banking, investment vehicles, compliance, and financial professional services. Through their connections, they can help you open investment accounts in the most exclusive banks, and through their knowledge, they can help you understand what you're worth is and how to grow it. 

We are an online publication dedicated to perpetual traveler topics, and we are connected with providers of most of the products we write about. Contact us if you want to open bank accounts, companies, or trusts, if you want to invest in real estate abroad, or apply for a second residency/citizenship. We help the wealthy become free and the free become wealthy. This is our motto, and we live by it. Get in touch and book a consultation now.

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