Endowments, Foundations & Family Offices
We have many years of experience and expertise in designing customized investment solutions and strategies for endowment foundations and family offices with the aim of achieving high returns and mitigating microeconomic and financial risks. We fully understand the limitations and legal restrictions of the institutions as well as the complexity of the needs of a family office. Our goal is to find the best investment strategy for your needs.
We focus on effectively diversifying your portfolio with optimal distribution according to your investment goal using sophisticated monitoring strategies.
Under the current legal framework, mutual funds are taxed on their total assets. As a result, potential goodwill and dividends (if distributed) have no additional income tax.
We specialize in investment solutions that can be easily converted into cash.
Our personalized investment solutions are fully adaptable to your values and vision.
Access to secure custodian banks (HSBC, Lombard Odier, BCGE, Societe Generale de Luxembourg).
Through international partnerships we offer a wide range of investment products and personalized solutions to help to achieve your investment goals. Our goal is to preserve and increase your assets.
Inflation is an important factor when it comes to the return on investment portfolios.The fear of inflation is not unfounded as it can be a challenge for investors. At Triton we focus our efforts on managing the risk of your portfolios to the best of our ability. By understanding the impact of inflation on financial instruments and what areas we need to monitor and avoid, we can offset the effects of inflation.
Through our products and services, your foundation can be shielded from unforeseen risks.