FAMILY OFFICE

Your wealth is our responsibility

Preserving family wealth means assuming a great responsibility – both to the generations who created it, and to those who will inherit it later on. Our Family Office staff have many years' experience in handling this responsibility appropriately; they offer you comprehensive wealth management, careful investment decisions, and a strategic approach.

Keeping all factors in view

For every family portfolio, we develop a comprehensive strategy that takes individual family circumstances into account, and is fully tailored to the needs of each generation. Since we are independent of outside interests and offer long-term personal advice, we are eminently suited to accomplish this aim. As a domestic company, taxpayer and investor, we share a common fiscal and legal environment with our clients – and understand their needs from our own experience.

Extended services

In addition to helping clients structure their wealth, we can also support them in selecting and supervising external portfolio managers, building on our long years of experience as portfolio managers. Using either direct access or traditional selection procedures, we can identify the managers who have the potential to achieve above-average results – and hence to grow your wealth. We can also gladly advise you when selecting other service providers.

More time for the essentials

Extensive wealth does not necessarily mean more complexity. Acting on clear strategies, our Family Office creates comprehensible asset structures and provides transparent, efficient reporting. We can also support clients in setting up charitable foundations or planning and implementing inheritance schemes, and handle a wide range of administrative tasks on your behalf. Naturally, we are more than willing to work with your existing advisers in a frank and open way.