SUPERIOR EXPERTISE, IMPECCABLE SERVICE

WEALTH PRESERVATION THE ARCH WAY

Professional wealth preservation for ultra-wealthy families and individuals requires a higher level of care and service, with empathy and integrity at the foundation.

This is the Arch approach. We combine sophisticated financial knowledge and investment advisory expertise with utmost privacy and discretion. Our approach is supported by superior systems and technology, and our services enhanced by a global network of elite business relationships.

SINGLE & MULTI-FAMILY OFFICES

SINGLE FAMILY OFFICE; MULTI-FAMILY OFFICE.

ARCH HAS YOU COVERED.

Arch is the linchpin of your family office. We advise on all aspects of your financial universe so it’s optimally structured for growth, efficiency and longevity.

We integrate and oversee the administration of your family fortune. We provide objective, proactive advice to help you preserve your legacy for generations to come.

Services include:

• Estate and business succession planning
• Income taxes and tax planning
• Investments and asset allocation – including selection of money managers, due diligence, investment monitoring and reports on investment performance
• Philanthropic commitments
• Property and real asset management

FAMILY WEALTH PRESERVATION OBJECTIVES

WEALTH PRESERVATION & ADVISORY:

THE ARCH APPROACH

We help you identify your family’s investment objectives, and preserve your fortune for future generations.

Wealth advisory services for our clients are complex. It requires mutual trust and the development of a comprehensive strategy that includes:

• A financial plan that defines your goals and works within your risk tolerance
• Stated constraints (geography, currency, asset classes, liquidity, time horizon, taxes, legal, unique circumstances)
• Tax-efficient structuring across all your financial investments
• Proper estate planning and insurance coverage
• An institutional investment portfolio designed for the challenges of a fluctuating financial market, managed by an experienced advisor

CONSOLIDATED INVESTMENT REPORTING

INTEGRATED FINANCIAL DATA & REPORTING

Our state-of-the-art data management systems includes a portfolio reporting tool that is simple, private, secure and accessible.

One of the cardinal rules of a family office is to avoid the seven deadly sins of family wealth management:

1. Disorganized data, due to multiple forms of input
2. Use of outdated database technology and financial software
3. Manual data entry, including compiling data on multiple spreadsheets
4. Using too many Excel spreadsheets to consolidate data, built over many years, thus leading to chances of missing information
5. Distorted vision of performance, due to absence of timely updates
6. Gaps in communication, due to data and email overload
7. Lack of privacy and security

Arch provides accurate, timely business and financial information through our intuitive portfolio management reporting tool. Features include data management, wealth analytics, integrated accounting, and document vault and audit trail capabilities.

A secure log-in allows clients to access real-time executive information reports across all asset classes, managed directly or through multiple managers.

All material on this website is targeted at Professional Clients and/or Market Counterparties only. Persons other than Professional Clients and/or Market Counterparties should not act upon or rely upon the contents of this website. All terms are as defined by the DFSA rules.