Offering

Every family is unique.

With a holistic view, we help you to secure the long-term financial success of your wealth situation.

Our primary goal is to enable you to realize your personal ambitions and goals. We don’t just advise you, we stand by your side as a partner and provide you with reliable support.

 

Strategy consulting

The basis is a fundamental assessment of the client’s needs and goals. Based on this, the risk appetite is determined, which leads to asset allocation. Tactical adjustments are discussed with our families on a quarterly basis and rebalancing is carried out if necessary.

 

Family Office Services

In contrast to traditional single family offices, our bank-independent multi-family office approach differs in that we can make our many years of expertise and our access to expert, independent and cost-effective solutions available to a broad spectrum of families.

Our governance structure includes clearly defined roles that increase transparency and enhance control mechanisms, while our institutional setup ensures the smooth running of your family office.

 

Family office councils and investment committees

We are represented on numerous family office councils of the family offices we serve, educate the next generation in financial matters and are an integral part of investment committees.

 

Asset management

We offer modular services and put together customized teams that adapt flexibly to your individual needs. This ensures that we offer solutions that match your risk appetite and long-term goals to find a personalized investment strategy that meets your expectations.

Our absolute independence guarantees objective advice to protect your family’s interests.

We are convinced that a multi-asset approach with one manager offers more disadvantages than advantages. We are confirmed in our view by the trend in the industry to increasingly award mandates to focused specialists. This reinforces our approach and our corporate strategy.

Our approach is holistic. We use our professional and broad network.

 

Asset controlling

We provide ongoing monitoring of your assets. This includes performance and risk control, cost control and performance control. Of course, we also monitor counterparty risks on a daily basis.

 

Companies & investments

We actively support these from financing decisions and risk management to operational issues and interaction with the asset structure.

 

Real Estate

We support the structuring of financing for the real estate assets of the families we support.