Family Offices

As a family office, we see ourselves as a comprehensive service provider for wealthy families and entrepreneurs. We support our clients in holistic asset management and planning as well as in the long-term preservation and growth of their assets.

Among other things, we offer the following services:

  • Networking of family members and experts (e.g. lawyers, tax advisors, asset managers)
  • Development and implementation of individual asset strategies
  • Support with succession planning and arrangements
  • Asset management and controlling
  • Risk Management
  • Real Estate Management
  • Foundation Management
  • Philanthropy and social commitment

Support in the search for suitable investment and financing opportunities
We work closely with our customers and adapt our services individually to their needs and wishes. We see ourselves as a long-term partner and accompany our customers on their way through all phases of life.

Contact us

Address
Industriestrasse 24
CH-6300 Zug
Switzerland
Phone

+41 41 720 39 39

Mo - Fr, 8.00 - 12.00 / 13.30 - 17.30