Our family office clients include numerous charitable organisations and families who are involved in issues that are close to their heart. We contribute to the success of our clients’ non-profit projects by creating appropriate vehicles for them and managing and monitoring their assets.
We design individual solutions for clients wishing to set up foundations or use their assets to pursue charitable aims. We support our clients in developing the articles of association and monitoring the recognition process from start to finish. We act as an intermediary and coordinate with charitable organisations within our network as well as lawyers and notaries.
We support charitable organisations for the long term, helping them to implement their strategies and adapt them to reflect changing capital market situations and regulatory requirements. We also contribute to upholding family values by supporting the handover of philanthropic projects to the next generations.
We support foundations and associations in managing and monitoring their assets. We also assist them in defining and implementing their investment policy. We work with clients to determine a suitable asset strategy, help to define investment guidelines and organise the selection process for new asset managers and partners. We provide consolidated reporting on all assets and 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.
