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.