Family Office
Sustainable management, structuring and protection of your family wealth – discreet, independent and across generations.
Why a family office?
Wealthy families face particular challenges: complex asset structures, differing interests among family members, tax optimisation across generations and a desire for discretion. A professional family office brings all of these topics together under one roof.
We accompany you as an independent partner in managing and structuring your family wealth. From investment strategy to succession planning to coordinating your advisors – we create clarity, efficiency and security.
Whether as a single family office for your family or as a complement to existing structures: we offer tailor-made solutions aligned with your individual needs.
Your benefits at a glance
Asset protection
Your family wealth is structured and protected – against risks, disputes and unforeseen events.
Investment strategy
Individual investment concepts tailored to your risk appetite, return expectations and values.
Generational planning
Succession and inheritance planning that strengthens family cohesion and avoids conflicts.
Tax optimisation
Ongoing tax support – from income tax to gifts and inheritance tax.
Advisor coordination
We coordinate your banks, lawyers, fiduciaries and insurers – you keep the overview.
Absolute discretion
Confidentiality is a matter of course for us. All information is treated with strict confidentiality.
Our services in detail
Wealth structuring
We analyse your entire asset portfolio – real estate, holdings, financial investments, art and other tangible assets – and develop an optimal structure.
The goal is to minimise risks, leverage tax advantages and secure transferability to the next generation. We factor in your personal values and your family strategy.
Investment strategy
Based on a thorough analysis of your financial situation and your goals, we develop a tailor-made investment strategy. We support implementation and continuously monitor your portfolio.
We rely on independent product selection – with no proprietary financial products and no hidden interests. You receive objective recommendations tailored to your needs.
Succession & inheritance planning
Passing on wealth to the next generation is a sensitive process. We support you in creating a succession plan that takes legal, tax and family aspects into account.
Whether lifetime gifts, a will, an inheritance contract or the transfer of business holdings – we ensure your legacy is arranged according to your wishes.
Ongoing administration & reporting
You receive regular reports on the development of your wealth, your investments and your tax situation. We coordinate all external partners and make sure nothing falls through the cracks.
The result: you always have full visibility – without having to deal with the details yourself.
Avoiding common mistakes
These are the mistakes we see most often in practice
No overall view of the wealth
Without a consolidated overview, risks are overlooked, opportunities missed and tax potential unused.
Not planning succession in time
Missing arrangements lead to family conflicts, high inheritance taxes and, in the worst case, the breakup of the wealth.
Too many uncoordinated advisors
Without central coordination, information gaps, contradictory recommendations and unnecessary costs arise.
Emotional rather than strategic decisions
Investment decisions without a clear strategy lead to unnecessary risks and suboptimal returns.
Checklist: your next steps
What you can do concretely
Frequently asked questions about Family Office
Answers to the most important questions
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Let's talk
Arrange a non-binding initial consultation and find out how we can support your company.