Family Office Switzerland

Family office services with SwissFinanceSteuber       All in one or Individual – Free contact

International trustee services

  • Trustee services – Swiss Bank Account opening
  • With us better local pricing and conditions for you than alone
  • Emigration services to Switzerland:
  • Change of residence (third party Lawyer)
  • Coaching of children, successor planning, inheritance administration
  • Trusts, foundations, philanthropy (third party Lawyer)
  • “Escrow” services (third party Lawyer):
  • Guarantee interchange of contractual benefits
  • Set-up and organisation of your Family Office projects
Family Office Services all in one or individual - SwissFinanceSteuber

Real Estate search service

  • Preparation of a porfolio of real estate objects at your preferences

  • Presentation and showing your selected objects with owner or agent

  • Introduction for local third party valuation on your advantage

  • Organization of local banks for mortgages on your individual needs

  • We negotiate for you optimal conditions and a fair price for the object

  • Supporting you in local issues for buying your dream object successfully


Business consulting for marketing solutions

  • Business development for your future market
  • Set-up of business plans
  • Competitor analysis of your desired target market
  • Web design (web site) and marketing projects

  • Commerical International:
  • Structured export- or import-finance
  • Factoring (working-capital)
  • With our affiliated partners

Business consulting for logistics solutions

  • Company analysis and valuation (SWOT)
  • Evaluation and monitoring of your Porfoliomanagement Software:
  • Portfolio features: Asset Allocation (BM, Peer Group, CAPM), Monitoring (Compliance), Ordermanagement (STP), Performance-, risc analysis (TWR/MWR, Sharpe, VaR), Reporting (B2B/B2C), …
  • Technical features: Systemarchitecture (DB, Data-Warehousing, Apps, Scalability), Middleware (SWIFT, RTW, Mapping), Web Browser (GUI, Hosting), Security (Smartcards, SSL), …
  • Operational features: 24/7, Multi currency, Update with Silent mode, Corporate Actions, Valor/ISIN/WKN aggregations, …
  • Special reports for accounting (Switzerland) and controlling

Long-term value with services of our Family Office Switzerland

A stable legal and social environment as here in Switzerland, is a good pre-condition for a long-term planning of a family office. With one of the world’s lowest debt ratios Switzerland is one of the few countries with an AAA rating. Switzerland is neither a member of the EU nor the euro zone, has it’s own sovereign currency (CHF),
and achieved with a unique actively practiced direct democracy prosperity and security. Moreover, the public infrastructure in Switzerland by world standards is well developed and reliable.

At the beginning of services with our Family Office Switzerland there is often a consolidation and valuation of all assets of the client. Especially with complex, historically grown investments a global overview and structure became more important. Services are provided by ourselves or with proven qualified specialist together.

Our Family Office Services - Long term value