What is Smart Family Office (SFO)?
SFO is a company that provides personalized financial advice, investment portfolio construction and investment strategy support. We work in the interests of our clients, providing balanced solutions based on best investment practices.
How to start cooperation with SFO?
To get started, you need to write to our manager @SFO_manager, choose a convenient time for a consultation, and we will guide you through all the next steps.
What services does SFO provide?
We provide services to both private and corporate clients.. We offer the service of creating an investment Strategy, which includes analysis, development of an investment portfolio. Also Support - implementation of the created strategy, which involves regular meetings with a personal advisor to assess the results and adjust the plan and adapt to market changes. SFO conducts corporate trainings and consultations on various investment issues, which can be a good addition to the social package of employees.
What does Support mean, what issues can be resolved?
Support is a comprehensive service that helps you put your investment strategy into practice. It includes tax planning, professional tax return preparation, assessment and selection of investment opportunities, data entry into the asset accounting system, and ongoing monitoring of results through your personal account. You get access to consultations with an advisor, manager, or both, depending on the service package. Such support saves time, minimizes risks, and promotes disciplined decision-making.
How does the Strategy service provision process work?
Your main communication channel is our manager @SFO_manager. First, you choose a convenient time for a consultation, fill out a questionnaire and sign an agreement to protect your data. At the first meeting, the advisor analyzes your current status, request and goals. During the next consultation, he presents your Strategy – an individual investment portfolio – and explains the principles of its formation. Then, the manager provides all the necessary instructions for implementing the portfolio, including opening accounts, transferring funds and purchasing assets.
How does the SFO protect customer privacy?
Each client signs a confidentiality agreement, which guarantees non-disclosure of data without consent. Please read the Public Offer and Privacy Policy, which explain the processing of information. Our procedures and systems ensure reliable protection of your data.
Do you have permits and licenses?
Our advisors are specialists certified by the National Securities and Stock Markets Commission, have specialized education and international certification in Financial planning and wealth management. We are guided by the Code of Ethics of the “Fee-only Financial Planner” profession from the American Certified Financial Planner Board of Standards.