Services
Our offering
Wealth Management, Private Markets, Family Office Services and Wealth Planning as well as access to our global network.
Wealth Management
Private Markets
Wealth Planning
Family Office Services
Network
Our mission
We are dedicated partners in growing and protecting your legacy for the future.
Our positioning
Your Pillar within the financial world
Nahmani Grunder
Custodian
Bank
Client
Custody Agreement
Management or
Advisory Agreement
Limited Power Attorney
(Limited to Buy/Sell transactions)
The client's relationship with Nahmani Grunder is defined in the asset management or advisory agreement. Throughout the agreement, the client maintains a banking relationship. The client grants Nahmani Grunder a limited power of attorney solely for buying and selling securities and any other financial instruments. Nahmani Grunder handles investment decisions and portfolio management, while the custodian manages execution, settlement, and custody of the client's assets.