Convenient and stability over generations

Modular Service Offering

The family office services include a wide array of legal, consulting and investment services provided by our own in-house specialists and external partners

Investment Office Services:

  • Establishment and management of a Family Investment Office
  • Single point of contact for managed portfolios: Analysis of portfolios held at other banks
  • Evaluation and selection of external portfolio managers from various banks

Fiduciary Services:

  • Due diligence of existing structures
  • Incorporation, administration and management of asset holding structures
  • Optimisation of corporate structures incl. disbursement of corporate earnings & cross-corporate financing
  • Integration of inheritance planning into existing structures for asset protection
  • Jurisdiction specific: Establishment of corporate domicile with working permits & tax filings

Banking and Insurance Services:

  • Consolidation of banking accounts worldwide
  • Managing of banking relationships incl. asset & liability management for individual and corporate structures
  • Possibility to choose from different booking centers (Singapore, London, Zurich etc.)

Transaction Management:

  • Assisting you in legal due diligence
  • Project management & coordination between various providers (legal, accounting, tax, banking)

Convenience Services:

  • Assisting in buying vintage cars, yachts, jets and art
  • Summer school for kids
  • Medical assistance

Financial Engineering:

  • Development and implementation of investment products and solutions
  • Structuring specific market exposures and hedging needs

Modular Service Offering