Thanks to our many years of experience as a multi-family office, we are well acquainted with the needs of sophisticated and wealthy families. We earn the trust of our clients every day, and down through the generations.

Family office clients often diversify their liquid assets across several custodian institutions in Switzerland and abroad. We provide an overview of liquid and less liquid assets with an electronic consolidation system. This allows large, diversified fortunes to be managed like companies.

We see ourselves as a strategic and operational partner for all questions pertaining to wealth, from pure administration to portfolio management and succession planning. For fiscal and legal issues, we rely on a network of qualified and experienced specialists.

Private clients access the expertise of our investment specialists to manage their assets. Together we develop an investment strategy and review it regularly. Our solutions are simple, transparent, and free from any conflicts of interest.

We see our role in advising, not selling investment products. Our fees are transparent, not transaction-related. They are based on fixed and, if desired, performance-linked fees. Personalisation and continuity in our support are a matter of course for us, as is taking sufficient time to advise our clients.

If required, we can also make our proven network of custodians available to private clients for the selection of a suitable institution, assisting them in changing or setting up further custodian banks to diversify their holdings. In the process, we pay particular attention to ensuring that the custodian bank fits the client and that the price-performance ratio is appropriate.