Multifamily Office Variable Income (MOR)

•   The model of this service is that IFG suggests to the HNWI client what to do with a particular instrument and the client makes the decision about their entire financial portfolio in Equities (local or foreign).

• The client's profile is Variable Income and High Equity, where the client can have their funds in one or more investment banks.

• Interaction with the customer is when he  requires it or when IFG detects an opportunity. Once a month, the client is given a consolidated statement with their investments in the different investment banks and suggestions of what changes to make and a meeting is held that can be monthly or weekly.

• Additionally, a weekly report is delivered  to the client with the value of the consolidated financial equity.

• The charge is only monthly fee, there is no success fee.