Family Office

Our primary aim is to provide peace of mind and comfort to our clients, by offering them comprehensive services and helping to manage their assets. We help to administer the various elements of clients’ property, including financial assets, real estate assets and companies or business operating in various jurisdictions. By entrusting us with their property management, our clients are free to focus on their other important interests.

We provide a full range of services, starting from simple administration to providing strategic advice and transaction handling. Our individual and collective actions ensure that our clients have total peace of mind.

Reporting - periodical reports on the status of assets

Have you ever forgotten about a bank deposit created a long time ago?

Do you always calculate the amount of expenses incurred for specific investments and their return rates?

Are you sure which inflows and outflows will be generated by your assets in the coming year

SSW Family Office maintains a detailed assets’ register and monitors any asset-related developments. We compile reports that are tailored to each client’s requirements, including:

Comprehensive assets’ list and asset-related developments

List of investment expenses for specific projects and calculations of return rates

Calculation of the market value of assets portfolios

Forecasts of cash flows within an assets portfolio

The precise form, content and frequency of our reports is adjusted to best suit each client’s needs. Such reports constitute a valuable source of information on a range of important factors (inc. liquidity or territorial concentration) and facilitate the adoption of new investment decisions.

How can we help?

SSW Family Office services – corporate services

We know that our clients may also be interested in basic corporate services, such as the provision of a registered office address. We offer the following services in accordance with a clear and fair price list.

Contact Us

Cezary Pyszkowski

Cezary Pyszkowski

Investment Banking Partner More
Monika Janiszewska

Monika Janiszewska

Coordinator More
Stanisław Czerwiński

Stanisław Czerwiński

Investment Analyst More

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