WE PROVIDE OBJECTIVE FINANCIAL OPINIONS.
We provide a fresh perspective to your family wealth. We provide a tested approach to estate planning. We provide what you need.
ABOVE ALL WE ARE INDEPENDENT.
We lack any conflict of interest which positions Kramer as a reliable source of advice. Objectivity is what allows us to tell you what you need to change and what you need to keep simply because it is on your best interest.
WE INTEGRATE AND COORDINATE SERVICES.
Taking care of a family’s financial universe isn’t a simple task because very often different types of knowledge are needed to address all the needs and anticipate all the scenarios. Kramer works together with a wide array of professionals (lawyers, accountants, tax advisors and investment managers) each one of them with tested capabilities and dependable compromise. At Kramer we do not provide in-house tax planning however we can
coordinate for you to be assisted by professionals in this area that are specialists in worldwide taxation advice.
OUR NETWORK OF INSTITUTIONAL RELATIONSHIPS ALLOW US TO INTRODUCE YOU TO THE SERVICE PROVIDERS THAT WILL BETTER COVER YOUR NEEDS.
Also, when dealing as an introduction by Kramer you will save money in fees thanks to our approach of negotiating in advance the service costs our clients will be subject to. We deal with banks, investment managers, custodians and brokers all over the world.
SOMETIMES IS NOT POSSIBLE TO AVOID THE STORM BUT IT IS POSSIBLE TO BE PREPARED FOR IT.
This is the principle that guides our financial risk-management policy. To manage risks does not mean to eliminate them but to be ready to cope with whatever happens in the near or distant future. We know that uncertainty is part of life itself but we also know that a good preparation mitigates the impact of adverse events. This is the way we manage uncertainty. We prepare you for it.
AS WEALTH GROWS SO DOES THE COMPLEXITY OF MANAGING IT.
A comprehensive approach which incorporates all the components into one single picture is the key to know that you are making the most out of your wealth. We provide periodic reports that incorporate all your assets and analyse your family’s wealth with an holistic perspective. It is not only important to know how much you have but also where you have it.
WE HAVE SEEN AND BEEN TOLD MANY STORIES.
Some of financial success and some of financial failure. It is from the later ones we learnt the most. Knowing what drove wealthy individuals out of their desired path has been the best school to prevent that story to repeat itself.
