A variety of customized financial services to clients around the world
Maintaining and increasing the family wealth and passing it on to the next generation are not just a matter of investment management. There are other aspects to be considered, which affect the decisions to be made. The Family Office services provided by Pioneer allow the families access to leading experts in their fields, and integration of all assets. In addition to managing investments, we work shoulder-to-shoulder with these experts, to plan, build and tailor the services to the family's needs.
Among Pioneer's Family Office services:
- Planning and establishing an investment policy
- Investment portfolio management – analysis of the current situation, risk management, supervision and control of investments, yields and costs
- Reduction of fees and costs charged by investment houses and banks
- Access to selected alternative investments
- Detailed holistic reports on all investments – financial and assets
- Mortgage planning
- Collaboration with leading experts in related fields, such as tax planning, next generation transfer – wills and inheritances, trusts and legal planning and structuring, retirement planning and insurance
For our North & Latin America clients we offer these services via our RIA – Pioneer Family Office, LLC – based in Miami, Florida.