Our Family Office consultants assist and advise our clients with the following:
Wealth planning, ongoing tax efficiency, the selection and setting up of tailored holding structures, the transmission of assets to subsequent generations as well as the preparation of children and/or grandchildren as regards their future responsibilities.
Swiss Bank agents can also advise on the definition of investment strategies, the implementation of philanthropic initiatives, advice on the acquisition and sale of goods as well as the setting up of customised financial products and multi-manager portfolios.
Our team coordinates and centralises the work of various specialists and consultants in :
Awarding management mandates and selecting the appropriate funds or managers; supervising wealth management projects and controlling and monitoring financial and management operations (reporting, appraisal meetings).
There can never be a better time to plan for your family's financial future.
Request a family office consultation today.
Swiss Bank agents can introduce you to a Swiss bank that offers the following services:
Family Office and Wealth Management
International Estate Planning
International Swiss Private Banking
Corporation, Trust and Foundation Formation
Swiss Bank Accounts
Contact us to request more info about Swiss Banking click here. A Swiss banker can render a general introduction to their services via telephone and then offer to meet you wherever it is convenient for you, in one of their banks in Switzerland, in their of our offices or even at your home if you wish.
The private banking services are usually offered to clients with assets of a minimum of $500,000 USD. With lower amounts of funds, you may still be able to apply do not hesitate to Contact a Swiss Bank or Click here to request more information.