Investment Selection

A sound and balanced selection of liquid and illiquid investments is at the core of any long term capital preservation. MA is devoted to creating tailored asset allocation strategies across all asset classes in a tax efficient way. With proper diversification and comprehensive risk parameters, idiosyncratic risks can be reduced. Concurrently, a proactive planning process involving appropriate ownership structures might optimize tax adverse consequences resulting from investments in foreign assets.

In order to achieve the individual return/risk objectives best-in-class investment managers are chosen and carefully monitored in collaboration with a global network of trusted specialists. Selective hedges might be introduced to reduce or mitigate adverse risk exposures resulting from an entrepreneur’s concentrated stock position.