Family office servicesYour wealth. Seen as a whole.
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Why one organisation makes it simpler
Family, business and investments, seen together.
Within our group, Dr. J. Bollag & Cie. AG has provided legal, tax, trust and structuring expertise to entrepreneurial families, trusts and foundations since 1978. Tramondo brings the investment management. We coordinate the management of your assets with your wider legal and tax matters, with one dedicated point of contact.
Specialists who share the same objectives work closely together. That keeps things simple for you and makes the solutions fit together.
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What Dr. J. Bollag & Cie. AG provides
Law, tax, trusts and structuring.
Legal advice
Tax advice
Trusts and fiduciary services
Wealth structuring
Wealth succession and estate planning
Family governance
Asset protection
Cross-border matters
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What Tramondo provides
The investment management.
Portfolio management
Investment strategy and process
Private label fund solutions
Consolidated reporting
Second opinions
Cost and efficiency reviews
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Who it is for
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Who our family office services are for
Families who think in generations.
Entrepreneurial families
Families with international interests
Trustees and foundations
Existing family offices
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Questions and answers about family office services
01What are Tramondo's family office services?
With its family office services, Tramondo coordinates the management of a family's assets with its wider legal and tax matters. Within the group, Dr. J. Bollag & Cie. AG provides legal, tax, trust and structuring expertise, and Tramondo provides the investment management. One dedicated point of contact coordinates both.
02Who is Dr. J. Bollag & Cie. AG?
Dr. J. Bollag & Cie. AG is a Swiss multi-family office founded by Dr. Josef Bollag in 1978. It belongs to the same group as Tramondo and provides legal, tax, trust and structuring expertise to entrepreneurial families, trusts and foundations. Tramondo is the group's investment arm.
03Which services does Dr. J. Bollag & Cie. AG provide, and which does Tramondo provide?
Dr. J. Bollag & Cie. AG provides legal advice, tax advice, accounting, trusts and fiduciary services, wealth structuring, succession planning, family governance, asset protection and support with cross-border matters. Tramondo provides portfolio management, investment strategy, private label fund solutions, consolidated reporting, independent second opinions and cost reviews.
04Why does Tramondo combine investments with legal and tax advice in one group?
Questions of wealth rarely stop at the portfolio: succession, family governance, asset protection and cross-border matters all affect how wealth should be invested. When specialists who share the same objectives work closely together, solutions fit together and things stay simpler for the family.