The challenge: Aligning complex professional lives with the needs of the overall family.
Many successful individuals struggle to align their complex professional lives with the current and future needs of their families, often across macro-economic cycles, continents, and jurisdictions. Traditional family office offerings focus on simply managing the financial aspects. By immediately outsourcing the rest to third parties, however, they only add another layer of service providers to worry about.
Since 1978, we have carefully built and fine-tuned our in-house capabilities to expertly handle most of the challenges our clients face. They have enjoyed truly integrated solutions that are tailored to the individual needs of each client family, coordinated by a single, highly dedicated point of contact.
Reducing complexity in business and private matters.
From individualised fund solutions, investment processes and strategies to independent second opinions and efficiency improvements. Plus consolidated reporting to top it off.
- Portfolio Management
- Private Label Fund Solutions
- Structuring of the investment process
- Development of an individual investment strategy
- Consolidated reporting
- Investment advice and second opinion
- Cost control and efficiency measures
- Legal advice
- Tax advice
- Fiduciary services
Our experienced investment team develops an individual investment solution of the highest standard for each client. Thanks to long-standing contacts and business relationships, we have access to a global network of specialists and experts.
As a result, you receive concrete, easy-to-implement recommendations on how to optimally align your investments and reduce costs in the process.