• Phone: +41 (0)22 317 40 52

Family Office

We work with a selected number of sophisticated International Families and Entrepreneurs, with a highly tailored approach to help them to achieve their goals.

Strategic Vision

We help you design your Strategic Vision combining your unique circumstances (long and short term investment goals, entrepreneurial projects, financing, tax, liquidity requirements, multi-generation wealth planning) with our expertise looking after our entrepreneur clients during the diverse stages of the business and life cycles.

Performance optimisation

We regularly source unique investment opportunities in Private Equity, Co-investments, Real Assets and Alternative investment. We assist you in the due diligence and decision process, capital calls, monitoring and optimisation of exits. We supervise your banks for you in the selection and definition of investment mandates, fee negotiation, cash optimisation, currency allocation and risk monitoring.
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Time Saving

We help you save time, doing the hard work for you by handling administrative tasks, identifying and managing your overall risks, and you will benefit from immediate and visible cost savings. We provide you with tailored reports and support to help you save precious time that you could otherwise spend on your business and lifestyle.

Decision Making

Our experienced international family office team will give you all the support needed to take the most informed decisions in the handling of your strategic business or investment decisions, acting as the main interlocutor with the different stakeholders to provide you with the necessary tools to facilitate decision-making.

Operational Projects

Every entrepreneur and family have different needs and multiple ideas for a variety of projects. We assist you in the implementation and management of opportunities you might consider in areas such as real estate, charities, airplanes or yacht financing for example.

We also support you for your wealth projects (Trusts, Foundations, Holding companies, etc.) by participating in the day to day interaction with external professional specialists such as tax accountants, lawyers, company directors.