Rodricks S.A. Family Office Services

2. ENTREPRENEURIAL OFFICE & FAMILY OFFICE
I. Our Business
II. Our Goal
III. Your Business Office
IV. Our Services
V. Why Luxembourg?
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3. My point of view
« Experience tells me that those who
create wealth, or manage assets,
have a definite need: to speak with
confidence and make the right
decisions.
Integrity is knowing that these
decisions will be implemented Rodrigo de Freitas-Branco (Porto da Cruz)
firmly and with the confidentiality »
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4. I. Our Business: Long Term Support
FAMILY GOVERNANCE
Family Rodricks objectively
contributes to refocusing
Company family interests at the heart of
entrepreneurial and
shareholder decision-making.
Shareholders
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5. II. Our Goals: Private Clients
Your Family Office
Protect Optimize
To increase the
value of your wealth
and organise your
private business
Manage Transfer
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6. II. Our Goals: Companies
Your Entrepreneurial office
Overview Tax Optimization
We help you to
make the right
decisions /
Set-up
Administer your Design, deploy, manage:
activities structures or financial
operations
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7. II. Our Goals: Institutions (Financial / Non Financial)
Your Trustworthy partner
Substance
Project Management
(Holdings/Investment Funds)
Structure
and
Control
Shareholder representation Contribution to development
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8. III. Your Business Office
We are a « One stop shop »
We ease all short term problems
With our specialists we have established a network of expertise covering all aspects
of your business
Totally independent, we are free from any commercial bias or from any conflicts of
interests
Our small, flexible, discreet and international organization offers perpetual solutions
tailored to your needs
Confidentiality is essential 8

9. III. Your Business Office
Upstream:
We are the
facilitators
We organize,
structure and give
added value to your
projects
Downstream:
(and your wealth)
We are the
coordinators
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10. III. Our Approach
Understand Achieve
TAKE DECISIONS
Study Inform
TOGETHER
Propose Update
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11. IV. Our Services
Companies Investment Funds
Creation and Administration Creation and Administration
Discretionary
Tax Optimization
Financial Engineering Asset Management management
Chartered Rodricks Banking
Accounting Your Partner Relations
Audit / Accounting / Property
Captive Insurances Management
reinsurance Real Estate
company
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12. V. Why Luxembourg ?
 3rd world ranking for setting up companies from abroad (after Hong Kong and Singapore)
 1st Investment Fund center in Europe
A worldwide skills center  1st Private Banking center in the Euro Zone
 More than 150 banks from 25 different countries
 Discretion and confidentiality
 Founding member of the European Union
 Healthy public finances
 Seat of European Institutions (EIB, Cour des Comptes, …)
Political and monetary
 Solid regulatory environment
stability
 Favorable fiscal environment
 57 « non double taxation » conventions
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13. Contact us
Main Office
We are located in the heart of Luxembourg-City
Rodricks S.A.
76, rue des romains ✪ Aeroport
L-2444 Luxembourg
Contact us
Tel: +352 27 49 25 00
Fax: +352 27 49 25 14 www.maps.google.com
✪ Sofitel
info@rodricks.eu
Rodricks
Registered Office: 59, rue du Verger
L-2665 Luxembourg
✪
Gare
13
Feb-­‐8-­‐11
November 2010