The composition of our clients’ assets is becoming increasingly varied. To help them to achieve their goals, we support them in areas ranging from tax and legal issues through to financial and administrative aspects and continuous asset monitoring. We begin with their asset architecture, assist them with asset management and offer them asset monitoring.
Following a detailed analysis of the client’s goals and assets, we work together to identify the most suitable legal and tax structure. We analyse the capital markets and define an individual asset allocation strategy together with the client.
After working with the client to establish the right asset strategy, we assist them in implementing it. We help to define investment guidelines and organise a selection process for new asset managers. Clients benefit from the experience and network of our family office team and its bargaining power when it comes to prices.
We provide our clients with consolidated reporting on all liquid and illiquid assets. We also organise regular investment committees, where we engage in a detailed exchange of opinions on the current market situation and derive recommended actions for overall management and decisions on strategic investments.
