Tailor-made strategies and services for families’ wealth

For Families

A variety of tailormade services to wealthy families has always been a specialty of our company since the beginning.

Consolidated Reporting

Thanks to our advanced technology, we provide families with a consolidated reporting and analysis to their total assets including cost. The consolidated reporting includes different bank accounts as well as non-bank assets such as real estate, private equity, participations and investments in art, etc.

National and International Tax advisory

We also take care of asset transfer between generations as well as fiscal planning for individuals and legal entities on a national and international level.

Corporate Advisory

We take over incorporation and administration of legal entities as well as accounting and business development and the search for co-investors.

Relocation

We plan and take care of relocation both for companies and individuals including logistics, administrative matters and settling in.

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