What we do
As an independent multi-family office with its Swiss Family Holding roots, we provide full functional family office services.
With our truly independent investment advisory, we offer a single trusted point of contact to provide investment management, reporting and administrative services for clients and their families, across generations.
We go beyond the pure view on assets, and concentrate on defining the optimal strategic asset allocation and implementing the strategy with best in class products.
Our integrity and experience, combined with an investment approach designed to enhance your family’s goals and aspirations, creates a strong and lasting relationship.
Investment Management Services
Discretionary Portfolio Management
Life Management and Budgeting
Business and Financial Advisory
Estate Planning and Wealth Transfer
Family Communication and Education
Compliance and Regulatory Support
Insurance Risk Management
International Tax and Legal Advisory