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