Family Office

A sustainable approach to your values

We provide comprehensive family office services and take care of all matters relating to your family assets. From asset management and succession planning to property management - we ensure that your assets are sustainably secured and optimally managed.

 

Our tasks are as follows

Asset Allocation

The family office advises the family on investments and allocates the money to various investment products in order to maximise profitability while spreading the risk.

Asset management

The family office is responsible for the complete management of the assets, takes care of the entire administration, bookkeeping, tax declaration and monitors the individual investments.

Succession planning

Planning the transfer of assets to the next generation is an important aspect. The family office ensures a smooth transition and helps to avoid disputes within the family.

Further services

Depending on requirements, a family office can also take on other services, such as property management, the management of foundations, aircraft, yachts or cars/oldtimers.

 

Benefits of a family office

Control

Families have precise powers of instruction vis-à-vis a family office and retain full control over their assets.

No conflicts of interest

There are no competing interests at the family office. The office works solely in the interests of the family.

Long-term perspective

Family offices generally plan for the long term and are not interested in short-term gains. The aim is to preserve and increase wealth over several generations.

Discretion

Family offices keep all information confidential and ensure the utmost discretion.

Time saving

The family doesn't have to worry about managing the assets themselves and can concentrate on the pleasures of life.

Contact persons

Our contact persons look forward to hearing from you.

Dr. iur. Marcel Kieber

Partner, Chairman & Managing director

Dr. iur. Michael Kranz

Board member

TAX ADVISORY
For your tax matters

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RESTRUCTURING
So that the transformation can take its course

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