Estate planning, governance & generational transition
Astute estate planning is vital to facilitate smooth inter- generational transition. Issues surrounding cross-generational transition it’s vital to engage all the stakeholders and to delineate an agreed upon governance strategy that considers all stakeholders’ requirements. At Qaltex we do everything in our power to ensure that all stakeholders are consulted, and that their needs and requirements are heeded.
Lifestyle management & concierge
In addition to our investment and portfolio management functions we offer our valued clients a selection of lifestyle and concierge services, including travel planning and booking, household management, bookings and reservations, domestic staff management, and much more. Whatever the client requests we’ll do everything in our power to make it happen, from VIP access to venues, yacht, plane, or vehicle purchases, planning and implementing relocations, hiring private tutors, arranging pampering family vacations, and close protection services, we’ve seen it all and have the experience to provide our clients with these and more concierge services at very short notice.
Portfolio planning & financial management
We present a detailed strategy and investment plan for our portfolio companies and once authorized by the client acquire and compile a personalized portfolio of holdings. Our portfolio managers diligently monitor portfolio performance, adjusting whenever necessary. Our investment and management opportunities range from stocks and bonds, venture capital, to tangible holdings such as real estate property, artworks, antiques, and collectibles.
Philanthropic planning
When contemplating philanthropic activity, it’s important to take legal and taxation issues into account, that’s where Qatlex can be of assistance. Charitable activity enables individuals and families to contribute to the community and to make a measurable impact. It teaches younger family members social responsibility and the importance of helping society. Qaltex Holdings help our clients plan and implement well- structured charitable activities in accordance with the clients’ values and requirements.