Complete wealth coordination for families and entrepreneurs
Managing significant wealth requires coordination across disciplines that few individuals have the time or expertise to manage alone. Our family office service provides that coordination with the rigor and discretion that only a fully independent, FINMA-regulated firm can offer.
At the core of the family office is the management and oversight of your complete wealth picture. We integrate all investment activities under a coherent strategy, ensuring every element of your financial life works together.
Bespoke portfolio construction and discretionary management aligned with your family's specific objectives, risk profile, and time horizon.
Curated access to private equity, real assets, hedge funds, and other alternatives. Selection based on rigorous due diligence and portfolio fit.
Custodian selection, credit facility negotiation, and ongoing coordination with banks across jurisdictions to optimize terms and service quality.
Comprehensive planning for intergenerational wealth transfer, succession architecture, and the preservation of family values alongside financial capital.
The operational backbone of your wealth. We handle the complexity so you can focus on what matters, from consolidated reporting to coordinating your network of advisors.
A single, comprehensive view of all your assets across custodians, currencies, and asset classes. Updated regularly and presented with clarity.
Day-to-day administrative management of your wealth: payments, documentation, compliance coordination, and ongoing monitoring of all positions.
We orchestrate your network of lawyers, accountants, tax advisors, and other specialists, ensuring all recommendations are coherent and well-executed.
Strategic philanthropy planning, foundation governance, and coordination of charitable giving aligned with your family's values and long-term impact goals.
For families with complex international lifestyles, we provide a discreet, high-touch service layer covering every personal and logistical dimension of life at the highest level.
Advisory on residency programs, golden visa schemes, and citizenship by investment across Switzerland, Monaco, UAE, and other key jurisdictions.
Access to leading Swiss and international educational institutions for the next generation, including boarding school placement and university guidance.
Concierge-level travel coordination, private aviation access, and lifestyle management for principals and family members across global destinations.
Access to leading medical specialists, personalized healthcare coordination, and advisory on art acquisition, authentication, storage, and collection management.
"Every family is unique: its values, its legacy, its vision for the next generation. Our role is not to impose a model but to understand that uniqueness deeply, and then build the structure, the strategy, and the relationships that will serve it for decades to come."
Why families choose an independent office over a bank or a larger multi-family office.
A single dashboard covering every asset you own, across every custodian and jurisdiction. Performance, fees, allocations, and cash flows presented clearly and without spin.
Forward planning that ensures your wealth transfers to the next generation efficiently, on your terms, and in alignment with your family's values and intentions.
Professional coordination of your non-financial assets and personal needs so that every element of your life is properly managed, discreetly and effectively.
Frameworks for family decision-making, next-generation education, and the preservation of values and cohesion across generations, before complexity becomes conflict.
Let us explain how our family office model works in practice, and how it could serve your family's specific situation.
Schedule a conversation