We understand and anticipate the unique dynamics of each family. In addition to offering comprehensive support in managing and structuring family assets, we can assist with drafting family constitutions and drawing up succession plans. As both facilitator and coach, we act as a neutral partner to create clear structures and secure your family’s wealth over the long term.
expertise
Family Office Services
How we work
Key services & benefits:
- Monitoring and optimising your overall financial situation
- Liquidity and tax planning
- Managing and optimising company assets, including M&A
- Coordinating owners, including succession planning
Our philosophy
„Security and stability through long-standing experience.“
Christoph Schwarzenbach Senior Partner