Offering a specialized service for defining a successful strategy in dealing with the complex issues of managing family wealth
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.