Service

Family office

OBJECTIVE

Our objective is to maintain focus on our clients’ asset, tax, corporate and inheritance issues.
In our search for the most favourable solution with significant added value, we offer constantly updated advice to each individual client. All this is made possible because we make use of a vast top-level collaborative network of important specialists who work in local, national and international markets.

 

FAMILY OFFICE SERVICES:

– Tax planning
– Estate planning and inheritance issues
– Advice on corporate structure issues
– Investment structuring of all kinds
– Foundation and trust set up and management
– Financial accounting
– Insurance products
– Global asset management
– Investment Solutions
– Customized Fund Solutions
– Research and online publications
– Professional reporting


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Our experience is at your disposal

Contact us by filling out the form to learn more about any topic.
Our consultants will carefully evaluate your every need.

Or contact us on +41 91 697 60 70