Family Office 

Comprehensive wealth strategy for large family assets

  • Consulting and conception of a family wealth strategy

  • Succession planning

  • Coordination of legal, tax and investment experts

  • Support with philanthropy and donations

  • Office services, postal address, conference service

  • Relocation service for international clients

 
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Asset Check

  • Analysis of your assets, portfolio structure and objectives

  • Preparation of long-term asset strategy and structuring

  • Broad asset class spectrum: Securities, real estate, private equity, insurance, alternative investments, tangible assets

  • Fee check and Comparison of fees

  • Beauty contests, comparing and negotiating offers, bank switching service

 
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 Asset Classes

With us, you receive a comprehensive asset strategy including:

  • all major asset classes beyond classic money investments or securities

  • Support with buy or sale of assets

  • Consolidated wealth report for all capital and tangible assets

Wealth Consulting 

  • In-depth analysis of investment and portfolio structure and efficiency

  • Define long-term investment objectives, hedging and liquidity planning

  • Preparation of a long-term asset strategy and structure

  • Asset classes: securities, real estate, private equity, insurance, alternative investments, tangible assets

  • Ongoing investment controlling of investment guidelines, performance, risk and fees

  • Consolidated asset report on all investments, regardless of where the investments are deposited

  • Recommendation of suitable private banks and wealth managers

 
 
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