A multi-family office is a privately held company that provides a wide range of wealth management services for at least two groups of affluent families or high-net-worth individuals.

EAA, also referred to as an independent asset advisor, provides securities advice to clients.

As both a multi-family office and an EAA, PSI collaborates closely with financial institutions to ensure proper administration and handling of clients’ assets. At the same time, PSI maintains an active advisory role, providing clients with comprehensive wealth management services including offering strategic advice and portfolio engineering.

Yes, assets are booked under the names of clients and financial institutions act as custodians to ensure transparency and safety. Clients can transfer their assets freely without any lock-up period.