Modular Service Offering

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