DISCLAIMER: This post was last modified on 9 July 2024. Some information in this article may not be updated.

Private wealth solutions are designed for individuals and families with significant wealth. These wealthy families employ financial professionals or advisors to protect and grow their wealth and ensure sustainability.

Financial experts build comprehensive solutions and innovative strategies as private clients’ wealth continues to grow and becomes increasingly complex to handle by the family alone. The services and advice are highly personalised and aligned with the HNWI or family’s long-term goals and lifestyle choices.

At Bolder Group, we have a dedicated team of private wealth experts who provide our clients with the bespoke solutions they require. These solutions range from corporate governance to philanthropic strategy, family offices, concierge services and more. The recent integration of Athos Group into Bolder further strengthens our solutions.

If you missed this announcement, please click this link to learn more.

With this integration, we also introduce the new Global Head of Private Client and Family Office Services, Athos Group’s CEO, Cees Jan Quirijns. Quirijns brings a wealth of experience, expertise and a client-centric approach to his service delivery. He will lead our team of private wealth professionals in offering an enhanced and expanded suite of services specific to the unique needs of our HNWI clients. If you wish to learn more about Quirijns’ expertise and experience, please read his short bio here.

An overview of our enhanced private wealth solutions

Bolder Group has years of experience in delivering the following private wealth services to diverse clients all over the world:

• Company formation and management services
• Estate and multigenerational planning
• Family office services
• Philanthropic strategies
• Governance solutions
• Financial accounting and reporting

In addition to these solutions, our clients can benefit from our team’s expertise in:

Art Advisory

Our professionals perform thorough research to ensure our clients make informed decisions about their art investments. Our support covers purchasing, managing and selling our clients’ art collections.

Lifestyle Management

Beyond wealth management assistance, Bolder’s private wealth team also assists, upon request, in handling our clients’ personal affairs:

• Concierge services to manage our clients’ daily tasks and personal requests;
• Travel planning to arrange our clients’ personal and business trips based on their individual preferences;
• Security planning to offer peace of mind through our comprehensive asset protection solutions;
• Private education consulting to assist our clients in selecting the best and premier educational institutions for their children; and
• Event planning to expertly design and execute our clients’ private and corporate events.

Insurance Planning

Our team evaluates and manages our clients’ insurance needs through the following offerings:

• Life Insurance
• Health Insurance
• Property Insurance
• Liability Insurance
• Insurance Wrappers

Real Estate Advisory

Clients benefit from our property investment strategy services to optimise investment returns and property management services to maintain and enhance their assets’ values. We also assist clients in purchasing, managing and selling residential and commercial properties.

Philanthropic Advisory

Our team helps clients establish and manage charitable foundations and funds to achieve philanthropic goals and align their philanthropic activities with ESG principles to maximise their impact.

Business Corporate Services

Private clients who run their own businesses can also benefit from the following solutions we offer:

• Corporate governance
• Strategic planning
• Business succession planning

Family Governance

• Family Administration
• Family Governance
• Family Wealth Planning
• Family Business Governance

Download our six-step guide to a comprehensive private wealth plan!

Bolder Group is ready to assist

Over the years, Athos Group has provided private wealth solutions for wealthy individuals and families globally. These services were provided by global offices in Switzerland, Anguilla, Cyprus, Malta, the Netherlands, and other countries. With Athos’ integration into Bolder Group, we are confident that we can provide better, more comprehensive and higher-quality solutions to families and individuals looking to protect and grow their assets.

Our solutions don’t only focus on maintaining our clients’ wealth. More importantly, our service offerings provide peace of mind, knowing their legacy is well taken care of.

Let’s design the most suitable private wealth solutions for you and your family. Contact us to begin.

Bolder Group does not provide financial, tax or legal advice and the information contained herein is meant for general information purposes only. We strongly recommend that before acting on any of the information contained herein, readers should consult with their professional advisers. The Bolder Group accepts no liability for any errors or omissions in the information, or the consequences resulting from any action taken by a reader based on the information provided herein.

Bolder Group refers to the global network of independent subsidiaries of Bolder Group Holding BV. Bolder Group Holding BV provides no client services. Such services are provided solely by the independent companies within the Bolder Group which are each legally distinct and separate entities and have no authority (actual, apparent, implied or otherwise) to obligate or bind Bolder Group Holding BV in any manner whatsoever. The operations of the Bolder Group are conducted independently and have no affiliation with third party financial, tax or legal advisory firms or corporations.