Advanced Consulting
It is easy to find portfolios consisting of expensive and inefficient investment products, often placed by the banks themselves in full-blown conflict of interest.
By placing your trust in Rotvogel, you can have your assets managed by an independent organisation that only serves the interests of its customers by exclusively Leading Banks by Tier 1 capital as custodian banks for the securities and financial instruments that we have carefully selected for our Clientele.
Rotvogel has no commercial relationship, receives no commissions or production bonuses. We act solely on behalf of our customers and never on behalf of the bank.
This is why we provide advanced advisory services, a type of financial advice with high added value. Activities include periodic portfolio monitoring, an adequacy review and ongoing contact with the customer to keep him/her abreast of performance analyses.
Moreover, each investment recommendation is backed up by solid reasoning, all of which is appropriately documented.
Asset Protection
Those who own a substantial amount of assets know how complex they are to manage and how many risks they are exposed to every day. Precautionary and enforcement actions, including both personal and corporate measures, are the main concern of those who risk debt liabilities relating to their professional activity.
Rotvogel deploys the best legal asset protection strategies to protect both personal and corporate assets. Defending, consolidating and creating value are the cornerstones of our corporate know-how.
Generational
Transitions
More than 65% of middle-market entrepreneurs express the wish, during their lifetime, to transfer their companies to the next generation. However, it has been estimated that (on average) less than 30% succeed in doing so.
In fact, according to The Wealth Report, only 26% of households have taken out a comprehensive wealth transfer plan.
Generational transitions are a natural part of family philanthropy: trusting the next generation to honour established values and traditions while asserting leadership.
Many families seek the guidance of philanthropic advisors to find the right balance between implementing changes and maintaining the status quo.
The services provided by Rotvogel focus on protecting companies during generational transitions and managing the main disruptive factors of successful transitions. These include ineffective growth strategies, conflicts with shareholders, weak succession plans, incompatible trustees, unprepared heirs and insufficient time and effort.
For this reason, we are committed to:
supporting parallel governance systems, that is, one for ownership development and the other for corporate monitoring.
helping customers to develop and monitor their corporate governance systems and processes.
Examining current organisational design, changes that could be made to improve performance, support growth or future direction of a company and prepare for succession management.
Islamic Finance
Entering new markets, such as the Middle East, is a great business opportunity, so we support all the financial institutions and family offices that wish to provide their customers with Shari'ah-compliant financial products. Furthermore, we support them in setting up a shari'ah supervisory board composed of experts able to review and approve financial practices and activities so that they comply with Islamic law.
The Rotvogel team has acquired specific expertise in the field of Islamic Finance, both in terms of legal and tax matters. We have a dedicated department and solid experience in Islamic markets. Our training gives us the ability to examine issues, competitors, emerging ideas and innovative models of organisation in advance.
The customer is supported by Islamic investment funds and family offices, in an all-inclusive service, ranging from creation to the support of companies and institutional operators.
Strong negotiating skills, combined with the study of Islamic culture, traditions and markets, make it possible to obtain the best conditions for the success of financial and industrial transactions, as well as to increase the appeal of Islamic products to investors.
