NICA Multi Family Office Family office - Nicamfo.comnicamfo.com/wp-content/uploads/2015/08/MFO_design_08-2015_eng.pdf · Nobel Biocare, Trust Kalina, Yota, Russian National Library,

Family officeWe improve your quality of life and makeYour family happy.

NICA Multi Family Office

Moscow – Genève – Miami – Hong Kong- 2015-2016 -

Content:• Who we work for• Structure of our service, key components• Security• Our services and prices• Why wealthy families choose us• NICE MFO Your Partner• Contacts



Moving to another country

Our clients

Active Entrepreneurs

Former Businessmen

Families after divorce Inheritance

Loss of a breadwinner

About people who use «Family office»

Being actively involved in current affairs the entrepreneurs can hardly switch from “business” to “family” capital.Our clients choose us to improve efficiency of their family capital management and enjoy the benefits of the gained quality time for business operations.

Thus our clients devote more time to their main business activities enhancing their potential and open up new horizons. Now they can be sure that their family is provided with all the necessary services and will be happy.

Active entrepreneurs



After the sale of a company or a part of the business, the most common error is to take the whole capital as a business opportunity and to start actively pursuing it. Generally, it causes considerable losses. Business capital and family capital exhibit different level of risk tolerance.

As well, the entrepreneurs grew accustomed to the infrastructure: having commissions and tasks executed, getting information and detailed analysis of the new opportunities.

We help delegate all the routine support and management operations for the family and its capital in such a way gaining free time and open up ways to new prospects in life.

Former businessmen



We help quickly adjust to the rapid changes in life after family upheavals. When a family member got an unexpected burden of the capital without having proper experience and knowledge what to do and how to manage it.

Family members after divorce, loss of a breadwinner, moving to another country or getting an inheritance.



Circle of our competence

Philanthropy •

Our clients

• Health maintenance

• Household staff

• Asset management

• Caring for elderly parents

• Family assistant

• Office managementFinance planning •

Risk-analysis •

Tax-optimization •

Education •

Intergenerational relations •

What «Family office» service includes• Family budget planning.We create and maintain family budget, settinggoals for short-, medium- and long-termperspectives.

• Family office management.Each new day brings new events and challenges. We take personal charge of all theissues requiring a legal expert assistance to prepare profit and loss account for thefuture tax optimization or the current assets valuation update.Every end of month we deliver a comprehensive report on all the family’s assets.

• Asset management.Our clients know perfectly well that monitoring their securities on the Europeanmarkets while leasing commercial real estate and doing it all at the same time withselling the yacht takes a lot of energy and time.We have a considerable experience in asset management for such companies asRothschild, Barclays, Morgan Stanley, Merrill Lynch and Chase Manhattan Bankthat gives us confidence challenging any crisis situation.


What «Family office» service includes• Taxes.Considering taxes when purchase you can optimize them andsave up to 20% of family budget.

• Health maintenance.The genuine foundation for our fortune is our health. Each year we are notgetting younger. Helping every family member with regular check-ups inthe best world’s clinics we create the solid base for a secure future of ourclients.

• Risk-analysis.When friends or family members of the capital owners proposeinvestment opportunities we provide our clients with the risk-analysisof these proposals in order to obtain an unbiased and in-depthcomprehension.


What «Family office» service includes• Household staff.Housekeeper, nanny, private chef, driver, gardener and stylist. We takepersonal charge for the search and support as well as for the documentand financial arrangements with the personnel.

• Caring for elderly parents.Along with health issues, we encourage and assist our clients’ parents tofind new prospects in life, travelling and trying inspiring things and ideasfor self development to get new emotions and colors in their life.

• Your personal concierge.The assistant accompanies every family member in such a way that heor she may save the precious time and not spend it for such routinetasks as searching and booking tickets, hotels or private villas.Restaurant table reservations, selection of the best service suppliersand free time planning.Likewise, we help with the purchases whether it’s everyday shopping orbuying a private jet or a yacht.


What «Family office» service includes• Education.Our children grow up before we know it.We know the best schools and universities all over the world and help makingeducation planning in order to get necessary knowledge and competence in ourmodern digital world. The essential part of this education is devoted to responsibilityfor successful and happy future of the family since early or late the heirs will inherittheir parents.

• Intergenerational relations.Family is always a unique story. There are no two families alike as sure as there areno two snowflakes alike. In addition to a family tree model and genealogicalresearch, we create necessary structures and grounds to transfer established familywealth across generations.

• Philanthropy.Our social network and willingness to help people around us often resultinto special philanthropy projects. We help building necessary.


Security policyAs a member of the reputable Swiss Association of the Asset Managerswe follow its Charter and the strict regulations.

• Our professional liability insurance covers $5 million should therebe any damages for our clients caused by our company. During 30 years ofour practice we have not had a single insurance case.

• For a long time we have been working closely with the best banks of our planet:


Security policy• According to the contract with our clients, we cannot take hold of the client’smoney, neither transfer nor debit the bank account under our management.

• For a long time we have been working closely with the best banks of our planet:



Why wealthy families choose us

1) Understanding + 2) Implementation + 3) Maintenance + 4) Recommendations

Ourclients

1 2

3 4

Why wealthy families choose usDue to our successful experience we provide special conditions in banks for ourclients so that the family can get a considerably higher service level for the sameprice.The family capital requires professional attention every day, from morning till night.We love our job helping the family spend their precious time for their loved ones.Security and confidentiality in maintaining the capital is always easier achievedby the experts instead of the family members.Every month we deliver a financial statement so that the family is always aware of their state and how it is influenced by the world events.


Price and conditions• Bank account for our cooperationstarts from $10 000 000 and more

• Payment conditions for ourservices are always individuallydiscussed and to be set after theacquaintance.

• When the client’s capital exceeds $100 000 000we can provide assistance in organization of theSingle Family Office (SFO).


NICA Multi Family Office- Consulting centers- Centers for asset allocation

- Geneva

- Miami

- Moscow

- British Virgin Islands

- Panama

- Seychelles

Luxembourg -

- Hong Kong

- Singapore

NICA MFO Your partnerNICA Multi Family Office - is a much in-demand service among the wealthy familiesworldwide with a state from $10 000 000. We offer to the families and financial brokersthe high profile asset management and the solutions for all the problems facing thedynasties in the modern world.

We believe in the Swiss traditions and the new elite in Russia. With this in mind, we haveunited our companies N Capital (Russia) and ICA (Switzerland) into one global servicebased on in-depth comprehension of the local peculiarities.


Founders of NICA MFOMr. Charles Ioas has been very active in international finance for over thirty years, specializing in private banking. Mr. Ioas has experience in the management of investment portfolios of high net worth individuals in Europe, Latin America and Africa. He has set up corporate structures and advised in investments across the whole spectrum of asset classes.

He has established brokerage firms for top tier investment banks and initiated and managed private banking operations for them as well. His last responsibility was as Managing Director of Rothschild Bank in Geneva, Switzerland, where Mr. Ioas has been living for the past 24 years. Prior to that he spent five years working in Spain and another five in New York. Mr. Ioas has been able to develop a solid professional business acumen in the international banking world.

He has had senior management experience at various banks in addition to Rothschild, including Barclays, Morgan Stanley, Merrill Lynch and Chase Manhattan Bank. Mr. Ioas holds a B.S. in International Business from Georgetown University and an M.B.A. from the University of Virginia.

Charles Ios


Founders of NICA MFOFor 17 years (from 1995 up to 2012) Kirill Nikolaev was a successful IT entrepreneur. He collaborated with top-250 companies in Russia, including Gazprom, MTS, Shell, Nobel Biocare, Trust Kalina, Yota, Russian National Library, Saint Petersburg State University, Pyaterochka (X5 Retail Group), Sibneft (Rosneft), Baltika Breweries, Heineken, Lenspecsmu, and the consulates of Great Britain in Russia.

Since 2013, after the successful sale of his business, Kirill Nikolaev has been running his M&A boutique N Capital, helping entrepreneurs in closing cash-in & cash-out transactions on the basis of capital market in Russia, Europe and America. He has been a sponsor of State Hermitage Museum since 2003.

He graduated from Saint Petersburg State University of Economics and Finance (Marketing) and studied Financial markets and Corporate finance in Yale University in New Haven, USA. In addition, he has been giving master-classes and leading educational programs in Skolkovo (Moscow), Stokholm School of Economics, Higher School of Economics and the national summer camp at Seliger (Russia).

KirillNikolaev

NICA Multi Family Office- Zurich

- Geneva

- Lausanne

- Liechtenstein

Basel -

Swiss ConfederationFacts, numbers and advantages:

- Territory: 41 285 sq.km- Population: 7.5mln. people- Official languages: German (64%), French (20.4%),Italian (6.5%), Rhaeto-romanic (<1%)- 350 banks, with 120 thousand employees- Assets under management: 6.9 trillion Swiss francs- Political and economic stability- Low tax rate, liberal tax legislation with holding privileges- Stable national currency: Swiss Franc- High level of confidentiality- Professional banking personnel

What to start with?• We always start with the acquaintance.

• Each wealthy family is unique. Everyone has its unique idea of happinessand future. Thus, our initial main target is to help the family create a visionof their future and set priorities along with diagnosing the state of thefamily’s assets.

• Contact us and let us meet to discuss it together.


Our uniqueness:• We aggregate all the data on a clients' global assets in one place and help manage them• We help create a harmonious family atmosphere where money issues can be discussed so that it helps, and not destroys, the family unity • We develop and cater to all of a family's needs and look after them 24/7


Events & Media


Asia as a DestinationFor Russian and CIS Wealth Summitwww.russianwealthasia.com

KazakhstanInvestpro (Astana 2015)www.bosco-conference.com

LondonAdam Smithwww.privateinvestorrussia.com

interviewFin Partywww.finparty.ru

MiamiMFO Summitwww.wilsonconferences.com

SingaporeFinancial Timeswww.live.ft.com

Moscow, ZurichFI Forumwww.fi-forum.com,www.swiss.fi-forum.com

MoscowAdam SmithRussianwealthmanagement.com

ContactsCharles IosSwitzerlandGeneva, 1204,Place Bourg de Four, 4Phone: +4122 552 [email protected]

Kirill NikolaevRussiaMoscow,Novinsky Boulevard 8 (Lotte)Phone: +7 926 799 87 [email protected]


Documents

NICA Multi Family Office Family office - Nicamfo.comnicamfo.com/wp-content/uploads/2015/08/MFO_design_08-2015_eng.pdf · Nobel Biocare, Trust Kalina, Yota, Russian National Library,