Family Office Switzerland

Family office services       All in one or Individual – contact

  • Asset Consolidation and Controlling – Multi Asset Manager:
  • Traditional investments like equities and bonds  
  • Participations, private equities and debts, private funds
  • Real estate, solar plants, land, forest, patents, brands
  • Art, oldtimer, antiques, gemstones, gold, fine wine

  • Check-up of Cost Structure of your rates and charges:
  • Banks, insurances, wealth managers, broker, trustees

  • Risk Controlling of Asset managers (manager selection)

Trustee services – with our Swiss Lawyers

  • Trustee services like – Opening Swiss Bank Account
  • With better pricing and conditions than on your own alone
  • Emigration services to Switzerland:
  • Change of residence
  • Coaching of children, successor planning, inheritance administration
  • Trusts, foundations, philanthropy
  • “Escrow” services:
  • Guarantee interchange of contractual benefits
  • Set-up and organisation of your Family Office projects
Our Family Office services - Swiss Bank Account opening - with our independent Lawyer

Business consulting for market solutions

  • Commerical Int. (Working Capital) with partners:
  • Structured export- or import-finance
  • 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

Real Estate search services

  • 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

  • Optional introduction for local third party valuation on your advantage

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

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

Our Family Office services - Real estate search

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
Our Family Offce services - SWOT Evaluation of Asset Management software

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.

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 became more important. Services are provided by ourselves or with proven qualified specialist together.