In cooperation with selected business partners and experts, we offer clients with complex asset and family situations a wide range of services:
ASSETS
- Selection of an investment strategy
- Asset management (direct and/or by third party managers)
- Selection of one or more custodian banks
- Global consolidation
- Performance analysis
- Cost control and transparency
- Philanthropy
FAMILY
- Family council
- Family management
- Financial planning
- Succession and inheritance planning
- Tax planning and counselling
- Residence relocation (e.g. to Switzerland)
- Administration
OPERATIONAL
- Worldwide safekeeping services
- Reporting
- Management counselling
- Risks and insurance policies