Family office services Wealth protection Inheritance planning Money and Wealth management services provided by a Swiss private bank
Swiss Private Bank
Wealth management swiss accounts
Family Office : Protection for the future



Our banking services are only negociated for
Switzerland's oldest and most respected PrivateBank.


Family Office

Our Family Office consultants assist and advise our clients as regards :

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.

We 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 :

Launching calls-for-bids, 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); providing Global Custody services.

There can never be a better time to plan for your family's financial future.

Request a free family office consultation today.


Free Consultation If you would like a free and highly confidential consultation click here to arrange for one of our experienced advisors to talk with you. We can arrange for an appointment at our offices or we can meet at your home or a place of your choice...


Site Map | © 2004 - Designed by KernowWeb