How we work
- 01
The introductory meeting
One hour, wherever suits you. You meet the firm, and the firm shows you what the global financial markets make available to someone in your position: products, structures, and custodians that are ordinary practice internationally and rarely offered through the institutions of any single country. You leave with a wider set of options than you walked in with. There is no fee and nothing to sign.
- 02
The fact finding
Where you stand today, and where you intend to be. What comes in each month, what goes out, what remains, what you own and what you owe, all of it on one page and held in confidence. The distance between those two positions defines the work, and everything proposed afterwards is measured against it.
- 03
A proposal suited to the position
From that picture comes a proposal: the structure, the custodian, and the global financial markets your capital can reach through ValMonde. Where the work needs a licensed specialist, in law, tax, or fiduciary matters, you meet them directly and compare them.
- 04
After the signature
The accounts open and the structure stands. ValMonde remains through onboarding, reads what you are asked to sign, and stays present afterwards, because the questions that matter tend to arrive in year three.
- 05
Ongoing advice, if you choose it
Once the investment account is live, the choice of how it is run is yours. Some clients manage their investments themselves. Others nominate ValMonde as their investment adviser, with ongoing advice and recommendations as markets and circumstances move. Either way the account is yours, in your name, and the arrangement is set out in writing before anything begins.
The boundary, stated plainly
ValMonde advises. Your assets stay in your name.
ValMonde does not take custody of client money. The firm's role is to facilitate the opening of your account and, where you ask for it, to provide ongoing investment advice. You keep full access to your capital at all times, and every financial transaction runs directly between you, as the holder of the investment portfolio, and the financial institution you were introduced to.
An invitation
Discuss your portfolio with an investment advisor.