A Holistic Approach to Wealth Management

We project Future Proof as a digital service platform geared towards the holistic advice and management of heritage.

With the inevitable increase in regulation at the global level, there is a need for more professionalism and competence and a total alignment with the interests of investors.

The holistic vision promotes a clear differentiation from traditional heritage management. Our vision comprises a detailed analysis of current and future expenditures and income, the value of human and financial capital, retirement, education, health, insurance, tax situation, inheritance, investments in business, real estate, art and other alternative investments. A complex ecosystem where intermediaries and financial instruments, politics and sustainability, rationality and emotionality gravitate.

Passionate about the future of wealth management, at Future Proof we believe in a virtuous model that combines investment advice and a holistic vision of wealth. We present a technological solution in the multi familly office format that allows the model to be replicated in several families and organizations, maintaining their specific features and independent investment policies.

This era of technology, robot-advising and do-it-youself, represents for us a unique opportunity to build trusting and solid relationships with our customers and other users.

Protocol, Governance and Family Succession Planning

The protocols and family pacts make it possible to manage the assets that are totally dedicated and adequate to the real situation of each family.

This protocol or pact is called an Investment Policy Statement.

Among others, some of the points covered in the document are:

• Family and Corporate governance
• Inheritance, preservation and continuity
• Risk management and conflict prevention
• family succession planning
• Regulation
• Board advising.

In addition to these key points, we also help detect and hire advice in complementary areas such as art, real estate management, tax consultancy, legal services, insurance and alternative investments (gold, watchmaking, wine, copyright, venture capital).

The eventually identified partners have no commercial or corporate relationship with Future Proof. They are selected only taking into account the interests of families and organizations.