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Family office / Wealth planning

/Family office / Wealth planning

This contributes to a positive relationship between owners and companies and thus between the family and the assets to be managed. We support you in developing a business plan for the establishment and management of your family business and evaluate with you the advantages and disadvantages of an internal or external solution.

If you plan to relocate your family business or at least set up a new branch in Switzerland, in Europe or outside Europe to focus on specific businesses or investments, you can rely on us to deliver the expertise and support you need. Our interdisciplinary team with extensive cross-border experience handles regulatory as well as legal matters internally and connects you with the right partners when required.

  • Administering, Advising and Negotiation on Banking Relationships
  • Family Governance Consulting
  • Succession/ Estate Planning
  • Structuring of Wealth/ Asset Protection
  • Tax Planning
  • Fiduciary Services Advisory
  • Real Estate Advisory
  • Insurance Consulting
  • Charity/ Philanthropy Consulting
  • Budget and Cash Flow Management Services
  • Administration Services
  • Relocation Advisory