One window support in key areas
Leon Family Office team consists of experienced investment advisors, lawyers and tax consultants, which make it possible to deal with all wealth management tasks seamlessly and reduce time, costs and risks for clients.
Full transparency of services cost
We have a simple and clear fee structure that allows us to reduce investment risks and client’s expenses on the banking platform and private wealth structure.
Leon Family Office is a major client for banks and consulting firms. This allows us to receive special terms with respect to their fees, thereby reducing operating costs of our clients. In addition, we draw up and monitor the expenses budget on private wealth structures.
Consolidated wealth reporting and analysis of quality management
We prepare consolidated financial statements on all client assets in all banks, which allow us to analyze client’s expenses, the impact of exchange rate differences and assess the quality of management of individual portfolios and asset classes.
Personal approach and confidentiality
We deliberately limit the number of clients in order to maintain a personal approach and constant availability of our employees for each client. Confidentiality and protection of personal information and full adherence to all legal standards are our top priorities. We help our clients create a personal and reliable system for secure storing their information and documents.
Professional management of projects
Key employees of Leon Family Office have professional certificates in the field of investment management (CFA/ACCA), trust management and estate planning (TEP). Most of our advisors have more than 15 years of experience in leading banks, consulting firms and family offices (Renaissance, Troika, PwC, HSBC, Raiffeisen). Leon Family Office has strong business relations with a big number of reputable organizations among which are largest international banks, leading trust companies, tax and law firms. This allows us to quickly and efficiently execute almost any project at a reasonable price.