— Services —

In cooperation with selected business partners and experts, we offer clients with complex asset and family situations a wide range of services:


  • 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 council
  • Family management
  • Financial planning
  • Succession and inheritance planning
  • Tax planning and counselling
  • Residence relocation (e.g. to Switzerland)
  • Administration


  • Worldwide safekeeping services
  • Reporting
  • Management counselling
  • Risks and insurance policies