Clavis; structurering, beheer, administratie en coördinatie van familievermogens.

Vermogensbeheer, directievoering, family office, structurering, planning, coördinatie: deze verschillende disciplines onder één dak maken dat wij onderscheidend gepositioneerd zijn en belangrijke thema’s vanuit verschillende invalshoeken kunnen bezien. Dat doen wij nadrukkelijk op onze eigen manier. Want, wat in de markt veelal ontbreekt bij de uitvoering van deze begrippen, vinden wij bij Clavis essentieel. De cliënt hoort in de driver’s seat te zitten. 

De doelstelling van de cliënt, zoals het optimaliseren van financieel en niet-financieel rendement alsmede het beheersen van risico’s, worden door ons gerealiseerd. Clavis biedt grip op uw vermogen, door inzet van strategische denkkracht in combinatie met gestructureerde uitvoering.

Family

Investment Management

Personal Finance

Professional Services

Clavis

Geir Christian Melen

This department focuses on managing and optimizing assets and portfolios within private markets.

This department manages financial services, asset management operations, and administrative functions to support effective financial governance.

Finance Operations

This department oversees and coordinates all aspects of family services operations.

Family Services Management

This department specializes in managing and growing client assets through tailored investment strategies.

Wealth Management

This department focuses on partnership and ownership responsibilities within the organization.

Ownership Group

This department oversees regulatory adherence and corporate governance practices.

Clavis

Org chart

Teams

Investment Management

Finance Operations

Family Services Management

Wealth Management

Ownership Group

Compliance and Governance

Offices

Clavis

Org chart

Teams

Investment Management

Finance Operations

Family Services Management

Wealth Management

Ownership Group

Compliance and Governance

Offices

Related companies