SWISS ASSET PROTECTION

SERVICES |

FAMILY OFFICE

Our "Family Office" will facilitate and coordinate all those important things in your life that sometimes consume a lot of your time and leave little to concentrate on your business, your family & your free time.

Family Office will work only for and in your name. Your Family Office Manager will act in the background, caring for your many bank accounts, all your real estate matters, your tax planning, protecting your assets, inheritance planning, foundations or trusts; our manager will recommend lawyers, art experts, yacht sellers and educational institutions for your children; all in the most professional way.

The biggest advantage of a Family Office is that it is an all in fee Wealth Management service. No commissions, no investments, no factors that may influence the Manager’s decision against the interest of our Client.

We offer you all these services, guaranteeing you complete confidentiality and cost effectiveness in managing your wealth, and we will assist you in choosing competitive Investment Managers for your Assets. Our advisors bring you together with internal or external lawyers who are specialized in trust formation and business foundation, and are able to offer the best onshore/offshore solution for your patrimony.

For a strictly confidential and free consultation from one of our experienced advisors, please complete out contact form or write us an e-mail.

We are reachable seven days a week.

Family Office

Our Family Office consultants assist and advise our clients with the following:

Wealth planning, ongoing tax efficiency, the selection and setting up of tailored holding structures, the transmission of assets to subsequent generations as well as the preparation of children and/or grandchildren as regards their future responsibilities.

We can also advise on the definition of investment strategies, the implementation of philanthropic initiatives, advice on the acquisition and sale of goods as well as the setting up of customised financial products and multi-manager portfolios.

Our team coordinates and centralises the work of various specialists and consultants:

Launching calls-for-bids, awarding management mandates and selecting the appropriate funds or managers; supervising wealth management projects and controlling and monitoring financial and management operations (reporting, appraisal meetings); providing Global Custody services.

There can never be a better time to plan for your family's financial future.


about us and our values: Our clients success is our success. We look after clients, not just assets.; More info about us and our values