Wealth Management

Family Office Services:

Choosing a right investment strategy is by far not the only important activity in managing a family’s wealth. In an increasingly complex environment we stand next to wealthy families and individuals with developing solutions for their objectives in a structured, comprehensive and holistic way. As a multi-family-office we analyse your situation and design structures and solutions based on financial optimization and efficient allocation of your resources in a short and long term strategy.
We help you to oversee your real time wealth situation in a consolidated way and support you in planning the development for the future. This includes the consolidation of your overall assets and valuation of illiquid investments as well, like Precious Metals, Private Equity, Company shares, Art collections, Real Estate Property, Jewellery and Gemstone Collections and other precious assets that have impact on your family’s wealth.

Wealth Succession

In order to comprehensively plan wealth succession the protection of the capital and reducing future inheritance taxes, fees and other costs is crucial.
We advise you in cooperation with our experienced experts. We create family distribution models using available tax structures and other profitability enhancing tools in order to meet your financial goals and values when it comes to distributing your family wealth.
The timing and purpose, the decision maker’s selection, the target beneficiaries and maybe exclusions. We prepare your family for the challenges and chances inheriting your financial wealth can bring.

Succession Inheritance

Transferring wealth to the next generation and securing the future of families belongs to our key competences. We advise and support challenging family-structures by analysing the present situation and designing comprehensive succession plans for the future in order to secure efficient and smooth transfer of family wealth to all heirs.
We construct optimized solutions in cooperation with experts both in terms of taxes and in terms of sustainable economic values.
The implementation of ultimate wills, distribution of property and the successful operation of institutions is being taken care of us as executive agents providing a best in class support to the heirs.
We secure flexible and distinguished strategies and build legal and technical structures to protect future generations’ benefits from your legacy.

Real Estate Management

Real Estate is part of many clients’ wealth and needs to be managed carefully in the long run.
Our expertise in the local and international real estate market has become crucial in meeting our client’s needs and succession plans.
In addition to purchases of private property we invest in real estate for investment purposes both directly (purchase of property) or indirectly through mutual funds.

Relocation Services

We guide and help you relocate in any country you and your family are planning to move to and manage all administrative issues on an ongoing basis.
The quality of our relocation support is based on a well-connected and longstanding relationship to all relevant authorities and an exceptional expertise of local requirements especially in Switzerland.
Therefore, one of our core competences is the relocation of private individuals or commercial entities to Switzerland from any country.
However, our international business orientation brings us close to any jurisdiction that might be of interest for you.