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ENTREPRENEURIAL OFFICE & FAMILY OFFICE


I.  Our Business
II.  Our Goal
III.  Your Business Office
IV.  Our Services
V.  Why Luxembourg?

                                         2
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 »



                                                                                       3
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

                                                          4
II. Our Goals: Private Clients
      Your Family Office


Protect                          Optimize
            To increase the
          value of your wealth
           and organise your
           private business


Manage                           Transfer
                                            5
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
                                                      6
II. Our Goals: Institutions (Financial / Non Financial)
                  Your Trustworthy partner


        Substance
                                             Project Management
(Holdings/Investment Funds)

                              Structure
                                 and
                               Control

 Shareholder representation               Contribution to development

                                                                        7
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
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
                                                9
III. Our Approach



Understand                       Achieve
               TAKE DECISIONS
  Study                           Inform
                  TOGETHER
 Propose                         Update




                                           10
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
                                                                                                               11
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




                                                                                                                   12
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

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General presentation

  • 1.
  • 2. ENTREPRENEURIAL OFFICE & FAMILY OFFICE I.  Our Business II.  Our Goal III.  Your Business Office IV.  Our Services V.  Why Luxembourg? 2
  • 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 » 3
  • 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 4
  • 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 5
  • 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 6
  • 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 7
  • 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 9
  • 10. III. Our Approach Understand Achieve TAKE DECISIONS Study Inform TOGETHER Propose Update 10
  • 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 11
  • 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 12
  • 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