Investment and reporting
Our role is not to manage but to advise, organize and supervise.
Our team members have a broad range of skills and provide services for all asset classes and investment strategies:
- listed assets and portfolios
- unlisted assets (private equity, other unlisted securities, family firms), real estate, property and agricultural assets (vineyards, rare earths, etc.)
- art and collectibles
Our independent consolidation platform provides each client with personalized summaries and reports, serving as a strategic dashboard to guarantee effective monitoring. We use it to obtain instantaneous overviews of a family’s wealth as well as specific assets.
Quantitative analysis modules and monitoring of specific constraints enable us to reassess risks and performance on a regular basis.
Coordination and control
We pride ourselves on our extensive experience and broad outlook. These
MJ & Cie conducts a symphony of services, providing families with a convenient “control center” for both wealth structuring and investment. We combine our expertise with that of specialists such as notaries, lawyers, bankers, estate agents and other intermediaries. In the midst of all this, we pool information, coordinate operations, and ensure successful execution on budget.
Independence is our golden rule.
That is why we insist on remaining completely independent. We select each of our service providers impartially, sometimes through a bidding process. In order to work well together, we need to be able to monitor and guide them.
Our keys to success are: regular monitoring, ongoing dialog, and rigorous reporting.
Families and wealth planning
Our objective is to bring each family together around a shared set of values, plans and long term strategies.
We actively seek to foster family harmony in every way possible, through:
- family governance and charters;
- philanthropy and patronage.
MJ & Cie also makes a point of facilitating smooth transitions and strengthening cross-generational ties. We stand ready to assist each upcoming generation as they become the stewards not only of their families’ material wealth, but of their values as well.
Shareholding, estate management, business administration, upholding corporate and family culture: such are the responsibilities for which we endeavor to prepare future generations. By doing so we ensure continuity and, in many cases, help families grow their wealth as well as their business.
We get the younger generations more involved and ready to become leaders, by:
- encouraging them to participate in group or individual training programs;
- bringing them in on the family’s decision making processes;
- helping them participate in non-profit projects;
- providing them with personalized career guidance.
We make families’ lives easier with our comprehensive private secretary service.
We handle all day to day administrative concerns such as insurance for people and property, bookkeeping and treasury operations, family business administration, mail, human resources, concierge services and secure digital data storage.