Swiss Family Office

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.

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)

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

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

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, …

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. 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.

Local time

Zurich (Switzerland)