Services

Services Overview

Wealth Advisory

Investment Advisory

Family Office Services

Family Office Services

Wealthy families in many cases have an entrepreneurial background and have accumulated over time a diverse range of assets. The key objective is to preserve the family wealth over generations. With our family office services you receive a professional and also cost-efficient way to achieve this. You have full control over your assets and you can make sure that your money is invested very very save for your children and grandchildren.

What you can expect from us

	Set-up of Family Office services adjusted to your family needs and requirements.
	Cost-efficient and effective organizational structure.
	Strategic alignment to preserve and grow wealth over generations.
	Effective controlling and risk management, regulatory compliance.

What we provide

	Definition and implementation of organizational set-up, selection of jurisdiction(s) with regard to tax, political and economical stability, regulatory environment – based on family needs and requirements.
	Staffing of investment committee and set-up of asset allocation review cycles, guidelines, controlling, risk management, code of conduct, conflict of interest policy.
	Definition of investment guidelines, and initial investment strategy with focus on long-term wealth preservation.
	Execution of investment decisions: direct investments in private equities, debt (fixed income), real estates, hotels, wineries, forests, farms, horse breeding (dressage and racing horses), antiques, rarities, and fine art collections.
	Set-up of investment vehicles (trusts, funds, foundations).
	Execution of purchase and sales mandates for companies and participations, real estates, antiques and fine art.