Our Family Office service combines all our prime services such investment advisory, portfolio management and wealth planning into a unique premium service that focuses on the financial side of the family capital.
The family office service:
- consolidates assets invested in different banks
- optimizes costs via efficient wealth planning
- advises on investments or manages portfolios
- monitors and controls risks
By leveraging our external network of specialist professionals in the wealth planning sector as well as our relationships with leading custodians, we’re able to offer a comprehensive solution for family wealth. Such solutions often include the unquoted shares in the family business or non-traditional assets such as real estate.
Governance mechanisms and clear investment policy guidelines are designed according to the long-term aspirations and investment objectives of the family. The flexibility to fully customize the service according to personal preferences makes our offering truly value adding and effective.