Life as an entrepreneur or employee is often associated with an enormous workload. Between business obligations, private and family matters, there is hardly any time to take care of the complex financial, tax, organizational and administrative tasks. This is exactly where our Family Office comes in.

Your everyday life - our responsibility

What we do for you:

• Personal services: Processing your mail, paying bills, checking insurance policies, assisting with the permit process, helping you find the best school for your children, assisting with property (renting or buying or selling) or other administrative matters
• Investment advice: We coordinate and monitor your investments, real estate and shareholdings so that your assets are optimally structured and secured for the long term
• Financial planning: From budgeting and cash flow management to private liquidity planning
• Tax and legal advice: We take care of your tax return, optimize your tax strategy and coordinate legal matters with the best experts
• Succession and inheritance planning: We help you create structures at an early stage and draw up the right documents

Why a family office makes your life easier

• Time saving: You no longer have to worry about every detail yourself - we take care of it for you
• Specialist knowledge and expertise: You don't have to acquire in-depth knowledge of tax, finance or law - we are the experts and take care of everything
• Efficiency: You have one contact person for all financial, legal and administrative matters, who has the perfect experts on hand at all times
• Individual solutions: Every person/family is unique - our solutions are tailored to your specific needs
• Long-term planning: We think of tomorrow and support you in securing your financial future and ensuring that your assets are protected and passed on smoothly across generations

With our family office, you no longer have to worry about administrative matters, taxes, finances, investments or management. We take the burden off your shoulders so that you can concentrate on what is really important to you and what you enjoy doing. Get in touch with us and together we will find out how we can best support you:

+41 41 226 30 52
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