Are you looking for a holistic asset allocation strategy for your family wealth, thinking about succession planning or a solution in the form of a trust fund or foundation, or, searching for a partner for philanthropic or fundraising projects? With our knowhow in the fields of asset structuring and investment, financing and liquidity management – we are your expert advisors. We also support you in the selection and coordination of legal, tax and investment experts as well as – just for the sake of completeness – relocation services for international clients, office services, postal addresses and conference services.
From the starting point of drawing up a long-term asset allocation strategy and structure, we make use of asset classes that go beyond stocks and bonds, such as real estate, company shareholdings, alternative investments or real assets. The constant controlling of investment guidelines, performance, risk and fees and digitalised, regularly consolidated wealth reports provide security. In this work, we employ the latest digital asset management technologies and state-of-the-art monitoring and reporting. And if you should wish to change banks or asset managers, we will provide the appropriate recommendations and carry out the comparison of offers.
The Smart Family Office analyses existing financing structures and supports you in obtaining new financing offers, optimises existing financings and takes care of your interest rate risk management in order to ensure cost reduction and optimisation.
New Investment Worlds
Alongside classic advice regarding securities investments we are also able to offer you a broad range of knowhow such as real estate, crypto-currencies and startup and private equity investments. Or in classic cars, art or other real assets in periods of high inflation.