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Family Office Services

Family Office Services

The establishment of family offices and the administration of the services required by these clients has been a key part of our business since we started out in 2000. The business has grown and with it the range and level of services we provide. Starting with the setting up of family office structures, the provision of financial services and assistance with residency issues, we have added assistance with more personal matters such as the search for properties, staff, schools and cars. Our international clients in particular appreciate support in administrative matters and in their interactions with Swiss local authorities.

We are privileged to work with a number of prestigious banks that provide such services. Our experts recommend a selection of private banks to our clients and will take pride in making the introductions to the firm of our client’s preference.

Based on our long experience working with selected banks and wealth managers, we offer our family office clients a review of the chosen investment strategy. Over time, our experts will make sure to assess the performance of the products chosen by the bank and client, all in the interest of generating more value for our clients.

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