Current: Too low interest in Switzerland. – Upcoming US-stock market fall due to various political uncertainties.

Savings Interest Index VZ only 0.15% p.a. ( < base interest SNB 0.25%, March 25), but Swiss Inflation 1.1% (24).

 Legal (Litigation) Finance with insurance: Stable interest of 5%-10% p.a. with Swiss Francs in uncertain times.

No market crash, but interest rates as 50 years ago (not synthetic). >> Legal Finance with insurance combined >> Long-year Track Record. In Swiss Francs (CHF) as well >> Prompt pay-outs quarterly >> High diversification. No volatility or correlation in any market situation.

No market crash, but interest rates as 50 years ago (not synthetic). >> Legal Finance with insurance combined >> Long-year Track Record. In Swiss Francs (CHF) as well >> Prompt pay-outs quarterly >> High diversification. No volatility or correlation in any market situation.   – | –     No market crash, but interest rates as 50 years ago (not synthetic). >> Legal Finance with insurance combined >> Long-year Track Record. In Swiss Francs (CHF) as well >> Prompt pay-outs quarterly >> High diversification. No volatility or correlation in any market situation.   – | –     No market crash, but interest rates as 50 years ago (not synthetic). >> Legal Finance with insurance combined >> Long-year Track Record. In Swiss Francs (CHF) as well >> Prompt pay-outs quarterly >> High diversification. No volatility or correlation in any market situation.   – | –     No market crash, but interest rates as 50 years ago (not synthetic). >> Legal Finance with insurance combined >> Long-year Track Record. In Swiss Francs (CHF) as well >> Prompt pay-outs quarterly >> High diversification. No volatility or correlation in any market situation.   – | –     No market crash, but interest rates as 50 years ago (not synthetic). >> Legal Finance with insurance combined >> Long-year Track Record. In Swiss Francs (CHF) as well >> Prompt pay-outs quarterly >> High diversification. No volatility or correlation in any market situation.   – | –     No market crash, but interest rates as 50 years ago (not synthetic). >> Legal Finance with insurance combined >> Long-year Track Record. In Swiss Francs (CHF) as well >> Prompt pay-outs quarterly >> High diversification. No volatility or correlation in any market situation.

Swiss Family Office – Legal Finance

Traditional values – Alternative values

swiss family office with tailor-made solutions - now more interest

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)

Swiss Family Office – Basic

  • Opening (Swiss) Bank Account – Multi Asset Manager
    • In CHF, EURO, USD, AUD, CAD, NZD, GPB, AED, ILS, HKD
    • Better interest and lower conditions with our lawyers
  • Coaching, succession planning, further education, courses, training
  • Fiduciary and administrative (estate) services – financial controlling
  • Emigration and escrow services with experienced lawyer partners:
    • Change of residence to Switzerland and property search
    • Ensuring the exchange of contractual services
  • Setting up and organising your own very individual family office
better interest with swiss family office

Swiss Family Office – Plus

  • Asset Consolidation (with/without software)
    • Traditional values like equities and bonds
    • Participations, private equity and private debt, private funds
    • Income properties, battery storages, green energy, commodities
    • Litigation Funding, oldtimer, art, fine wines, 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 – at us Philanthropy and ROI combined
family office switzerland-manager selection

Legal finance (third party litigation funding, TPLF) asset class – At us with insurance and in swiss francs (CHF)

litigation funding
legal finance with swiss family office services
litigation funding
legal finance with swiss family office services
litigation funding
legal finance with swiss family office services

         Track Record 2020-2025 © Graphic table Copyright SwissFinanceSteuber 2025 (To enlarge you can click with your mouse on the graph)

     Example of a Legal Finance process (without insurance, simplified view)

Arrangement where an outside party finances some or all of a plaintiff’s legal costs in return for a share of the proceeds from the case resolution

(Source Swiss Re, Zurich, Switzerland, Litigation Finance is expected to play an increasingly important role, Trend Spotlight publication)

Portfolio with thousands of individually reviewed claims from law firms:

  • Since years stable returns 5-10% per year and quarterly pay-outs
  • Very high diversification, small claim sizes, relative short durations
  • Secured (Lloyd’s of London Re-Insurance (S&P; Double AA-, Very Strong)
    Compared UBS (Fitch; Rating A Downgraded. S&P; Single A-, Feb. 2025)
  • More sustainable inflation protection, can save cash-flow of companies

Video What is Litigation Finance? (Duncan Law Firm, Texas at Salt Forum NY)

Video Litigation Funding (Osborne Clarke Law Firm, founded in 1748, London)

alternative investments-tplf-bloomberg

(TPLF = Third-Party Litigation Funding, per total duration, source Bloomberg)

Deal flow of various established Legal Financing types with law firms:

  • No volatility and no correlation with traditional markets
  • Manager: Selection, Software (LegalTech), Settlement
  • Law firms: Acknowledged, established and regulated
  • Investor: More interest (with ESG/SDG-Social Impact)
  • Injured plaintiff: Precondition alternative insurance (ATE)

Video Sample ATE-Insurance in medical area (ARAG UK from Germany)

Video What is ATE-Insurance? (Priala Law Firm, Brisbane Coast, Australia)

more interest with legal finance and ate insurance at swiss family office

History of Legal Finance as alternative to legaL AID - "David & Goliath"

In 1999 with The “Access to Justice” Act in mainly England and Wales as the intention was originally to offer alternatives to traditional litigation funding, which had been before just conditionally Legal Aid:

  • Chap. 22, Para. 3: „..replaces the legal aid system with 2 new schemes
    and makes private methods provision of funding litigation..“
  • Chap. 22, Para. 32: „The Act reforms the law relating to conditional fees
    and “after the event” legal expenses insurance..“

    Ref: Access to Justice Act, A. Funding of Legal Services (Parts III, sections 1-34)

Thus following this huge game change in the legal landscape the Litigation Funding industry was born and started to grow to a multi-billion asset class mainly at UK, USA, Canada, and Australia.

litigation funding as investment-high interest rates with security package

with Legal Finance as asset class Investing like Harvard University

Cases known from the media involving Legal Finance include among others the VW diesel scandal from Germany, the virtual online casinos in Europe, the Wirecard equity scandal on the German stock exchange, Credit Suisse AT1 bond in Switzerland, dam collapses of mining companies in Latin America, Africa or Asia or like oil pollution at the sea. In both, litigation finance and litigation funding, there are numerous combination options and variants for the individual needs of the plaintiffs, law firms and investors. These include increasingly foundations, pension funds, insurances, banks, Family Offices, asset managers or as the Harvard University with the Harvard Law School. Various legal areas, settlements predominate with up to over 95%. An investment universe of the potential settlements or the judgments worth worldwide estimated hundreds of billions per year enables selected fine alternative investments.

legal finance with swiss family office services
legal finance with swiss family office services
More Information

(KYC, NDA)
litigation funding
litigation funding

Allows lawsuits to be decided on their merits, and not based on which party has deeper pockets or stronger appetite for protracted litigation

(Quote Eileen Bransten, retired justice of the New York Supreme Court, since 1691)

Business Consulting – Market Solutions

  • Sustainable business development for your future market:
    • Creation of business plan and marketing material
    • Competition analysis of your desired target market
    • Organisation of website projects as internet presence
  • Kommerz Int. (Working Cap, Corporate Finance) with partners:
    • Export or import financing, foreign exchange trading
    • (Reverse) factoring of suppliers (Switzerland, Germany)

Business Consulting – Logistic Solutions

  • Evaluation and monitoring by Swiss Family Office of your Asset Management Software like as follows:
    • 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, …
software-asset management-swiss made

Swiss Family Office – More Interest Like 50 Years Ago

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), with stable interest and achieved with unique actively practiced direct democracy prosperity and security. Moreover, the public infrastructure in Switzerland by world standards is well developed and reliable. Economic Freedom Index Rank 2, Logistics Performance Index, Rank 3, Democracy Index Rank 5, Global Peace Index Rank 6, Corruption Perceptions Index Rank 6 and Fragile States Index Rank 174. After the successfully opening of a Swiss Family Office, there is very often a consolidation and valuation of all the kind of assets needed. Especially with complex, historically grown investments a global overview and structure becomes more important.

more interest with swiss family office
  • Tailormade solutions according your entrepreneurial needs and current individual living situation – Swiss Finance Steuber – Advantage through know-how – You are worth it

Local time

Zurich (Switzerland)

© Copyright SwissFinanceSteuber 2025, Rights reserved, CHE-393.905.462 MWST