Constitutional Ecology
The boundaries of the Firm.
D. GOLDENBERG FRÈRES ET CIE provides advisory and stewardship through Private Clients and Business & Real Assets. The nature of each agreed assignment determines the expertise involved.
The Firm contributes commercial judgment, preparation and coordination. Responsibilities are agreed between the owner, the Firm and the appropriately appointed specialists.
What the Firm is, and what it is not
- — The Firm does not replace the lawyer, the auditor, the banker, the trustee, or the family.
- — It coordinates them around a single continuity plan and holds the point of reference.
- — It is not a wealth manager, multi-family office, or permanent administrator of family affairs.
- — It does not offer a public catalogue, search, map, or automated matching.
- — It does not receive unsolicited commercial enquiries.
A private advisory firm, not a family office
Multi-family office
No
The Firm does not pool families or manage aggregated wealth.
Wealth manager
No
It does not manage portfolios or provide investment advice.
Permanent administrator
No
It is engaged for particular matters, not installed as a standing family function.
Private advisory firm
Yes
The Private Clients practice supports residences and selected private assets within an agreed scope of work.