Family Office
Our Family Office consultants assist and advise our clients with the following:
Wealth planning, ongoing tax efficiency, the selection and setting up of tailored holding structures, the transmission of assets to subsequent generations as well as the preparation of children and/or grandchildren as regards their future responsibilities.
We can also advise on the definition of investment strategies, the implementation of philanthropic initiatives, advice on the acquisition and sale of goods as well as the setting up of customised financial products and multi-manager portfolios.
Our team coordinates and centralises the work of various specialists and consultants in :
Awarding management mandates and selecting the appropriate funds or managers; supervising wealth management projects and controlling and monitoring financial and management operations (reporting, appraisal meetings).
There can never be a better time to plan for your family's financial future.
Request a family office consultation today.
Together with our independent
tax attornies we offer the following services:
Asset Protection and Global Taxation Law
Family Office and Wealth Management
Fund Management
International Estate Planning
International Swiss Private Banking
Corporation, Trust and Foundation Formation
Swiss Bank Accounts
Asset Management
Private Banking
Wealth Planning
Inheritance Planning
Investment Solutions
Family Office
Trust Formations
Free and strictly confidential Consultation
If you are interested in a free and strictly confidential consultation and wish to talk to one of our professionals please click here. The appropriate expert will call you back and render a general introduction to our services via telephone and then offer to meet you wherever it is convenient for you, in one of our banks in Switzerland, in one of our professional offices in Switzerland or even at your home if you wish. If you do not want to email us, you can also reach us via telephone in Switzerland at +41 44
218 13 07 to speak directly with us (Zurich).
The private banking services are usually offered to clients with assets of a minimum of $300.000 USD. But even with lower amounts of funds, if you feel, that you qualify as a potential client for our advisory group, because you need an international estate planning structure, offshore trust or foundation for your assets or simply look for an appropriate tax haven for your funds, do not hesitate to contact us and click here for a strictly confidential and free consultation.
