Family Office Services

family office services-asset management-switzerland-swiss made

Traditional values – Alternative values

It requires a great deal of boldness and caution to make a great fortune. And when you have got it, it requires ten times as much to keep it.

(Quote from Nathan Mayer Rothschild)

 

Family Office services – Basic


  • Option: Opening Swiss Bank Account – Multi Asset Manager
  • In CHF, EURO, USD, AUD, CAD, NZD, GPB, RUB, YEN or BRL
  • Lower pricing, better conditions, with our Swiss lawyers
  • Emigration services to Switzerland:
  • Change of residence
  • Coaching of children, successor planning, inheritance administration
  • Trusts, foundations, education, philanthropy with ROI
  • “Escrow” services:
  • Guarantee interchange of contractual benefits
  • Set-up and organisation of your own individual Family Office
  • Special: Various Swiss Banks with licence to sell (single transactions)

asset management-multi asset manager style-trustee services


Family Office Services – Plus

  • Asset Consolidation:
  • Traditional values like equities and bonds  
  • Participations, private equities and debts, private funds
  • Real estate, solar parks, land, forest, patents, brands
  • Art, oldtimer, antiques, fine wine, gemstones, gold

  • Check-up of Cost Structure of your rates and charges
  • Risk Controlling of Asset management – Manager selection
  • Financial Modeling with fair valuation and individual reporting
  • Advanced Impact Investing with Philanthropy and ROI together

advanced impact investing-green bonds-social bonds



Insurance services – Check-up: Competitor Analysis


Did the insurance advisor show you how your health insurance premiums, pension fund contributions or life insurance payments have been invested?

  • Life insurances, health insurances (Switzerland)
  • Property insurances
    (household, jewellery, art, oldtimer, ships)

    If not, then it’s possible that you have some investment products in your portfolio, which have not performed in the financial crisis years. Meaning less return to get, resp. more premiums to pay.

insurance services-check up-swiss made

Real Estate services – Switzerland, West Europe or Caribbean (Bahamas)


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

  • Presentation and showing your selected objects with owner or agent

  • Organization of local bank (for Swiss mortgages) on your individual need

  • We negotiate better price and local conditions than on your own alone

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

real estate service-villa-switzerland-west europe-caribbean-bahamas-florida-miami


Business consulting – logistic solutions

  • Evaluation and monitoring of your Asset Management 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
software-asset management

Business consulting – market solutions


  • Commerical Int. (Working Cap, Corporate Finance) with partners:
  • Export- or import-finance, Currency trading
  • (Reverse) Factoring of Swiss & German suppliers
  • Set-up of business plan & Marketing material:
  • Business development for markets
  • Competitor analysis of target markets
  • Web design & site for marketing projects

Long-term value with Family Office services – 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.

After the successfully opening a Swiss Bank account with us, there is often a consolidation and valuation of all assets needed. Especially with complex, historically grown investments a global overview and structure becomes more important. Family Office services, Asset Management, etc. are provided by ourself or with proven qualified specialist together.


family office-asset management-swiss made-switzerland

 

 

 

 

 


Tailor-made solutions according your individual needs and current living situation