Caleo is a diversified global financial services business which comprises six divisions: Family Office, Wealth Management, Asset Management, Private Equity, Fiduciary Services, and Global Banking.
We create simple transparent investment solutions.
our approach
1
At Caleo we take pride in fully understanding our clients’ financial vision, and we use our considerable experience and expertise to make that vision a reality. By keeping communication transparent and candid, we offer our clients genuine personal guidance and informed financial solutions.
3
We begin with your personal financial blueprint, and from there we establish short, medium and long-term objectives. We evaluate your balance sheet, ownership of assets, personal income statement and cash flow, and we use this evaluation to tailor and implement an investment strategy that is best suited to your current position, with an eye to your immediate, medium and long-term future.
2
We believe that wealth should serve your life purpose, which is why we aim to align your personal vision and financial goals. Our intention is to create uncomplicated and transparent investment solutions. We transform that intention into action through clear, effective communication and seamless collaboration between ourselves and you, our clients, to ensure that your wealth aligns with your life purpose.
4
We perform a structural analysis to determine applicable tax jurisdictions in order to outline your allocation of assets both locally and internationally, Caleo always maintaining an open line of communication and clearly outlining our clients’ status in monthly reports.
