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.
- Tailormade solutions according your entrepreneurial needs and current individual living situation – Swiss Finance Steuber – Advantage through know-how – You are worth it