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WHAT IS A FAMILY OFFICE

Family offices are private advisory firms set up by affluent families (or individuals) primarily to manage their wealth, investments and trusts – and on more day-to-day basis to cater to their financial and legal needs.

The family office will offer wealth management (i.e. investment), wealth planning / transfer, budgeting, insurance, charitable giving, family governance, trust and corporate services, and tax planning. A family office might also handle non-financial issues such as private schooling, travel and other household arrangements.

OUR SERVICE

Our Swiss associate Trust organization will set up the family office to your specification following your mandate in every detail and tend to your investment portfolio, and ensures continuity for the family assets and image.