Swiss Family Office

Our Family Office consultant can assist and advise with our clients on the following services:

Tax efficiency and wealth planning, the selection and setting up of tailor made holding structures, the relocating of assets to future generations and the preparation of children and/or grandchildren with their future financial responsibilities.

Our private bankers can also advise on the usage of investment strategies, the implementation of philanthropic initiatives, advice on the buying and selling of goods.

Our expert 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).

Our family office experts can help you to plan for your family's priceless financial future and well being.


For further information or to arrange a Swiss Private Bank Account appointment click here...

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High Net Worth individuals (HNWIs) can open a Swiss Private Bank Account by filling in an Swiss appointment request form.

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