Family Office

Wealth management and personalized advice

BTL has invested in organization and human capital by creating a team of specialized advisors dedicated to wealthy Tunisian and Libyan families.

Specialized advisors for customized asset management

As part of our “Change” program, and aware of the growing importance of highly personalized banking services, BTL has invested in organization and human capital by creating a team of specialized advisors dedicated to wealthy Tunisian and Libyan families. This team is fully dedicated to understanding the issues and concerns of each family member, and to providing solutions for optimized wealth, tax and investment management.

Comprehensive management for a prosperous future: The pillars of BTL Family Office

Family Office services are diversified and require a variety of complex skills. It is this multidisciplinarity that defines the role of the Family Office and characterizes its offering, which is centered on two key areas. Firstly, the definition of trans-generational family governance and, secondly, the preservation of the family’s financial and extra-financial assets.

Fostering harmony and prosperity: the integral vision of BTL Family Office

The Family Office helps the family to establish internal rules and decision-making processes to avoid deadlock or inextricable situations caused by disagreements. These rules and processes constitute family governance. In practice, setting up family governance often involves drawing up a charter of values and decision-making rules that each family member undertakes to respect. The Family Officer is also responsible for training the younger generations through seminars designed to build and pass on family values.

He or she prepares and proposes career plans for the children, supports them in their professional choices and specific training, organizes their scholarships and creates appropriate savings and spending plans. In this way, the Family Office prepares new generations to integrate harmoniously into the economic structures of the family or group.

The Family Office is also committed to preventing family conflicts, although direct management of such conflicts is not part of its remit. In this context, such situations can be handled by independent mediators, such as experts or psychologists, given their psychological nature.

At BTL, we see each family as unique, and our personalized, professional approach enables us to help you optimize your family assets and meet the specific challenges you face.