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Multi Family Office Services

____ Long-term experience as a Multi-Family Office with international scope is our core competence. Our global business partners and clients benefit from our in-depth expertise in asset management, corporate taxes, succession planning and the management of dynamics within families. Our network of experts enables us to provide you with Multi-Client Family Office Services competently and according to your needs:

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Family Governance

Succession planning

Consulting on inheritance issues and the making of wills / trust deeds, including advance care directives

Execution of wills

Residence permits and visa / immigration and relocation services

International investment and private equity consulting and structuring

Finance and accounting according to international standard accounting practices (IFRS, US GAAP) and consolidation of worldwide assets and groups

Monthly and yearly financial reporting for companies and individuals

;Assistance with choosing banks and asset managers

Human resources management

Assistance with choosing experts


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Corporate Finance

____Strategic growth as a premise. Profitable investment options while safeguarding your assets. We assist our business partners and clients in reaching and implementing their investment decisions. For today and the future. Our Corporate Finance Services at a glance:

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Coordination and implementation of transnational M&A projects
Consulting and support regarding IPOs
Assistance with joint ventures and cooperation agreements
Seeking and selecting appropriate enterprises for merger or acquisition
Evaluating and auditing companies
Acquisition structuring and project financing
Consulting, structuring and management of private equity and risk capital projects
Consulting on the purchase, sale and financing of assets and luxury properties


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Corporate and legal consulting

____ Take advantage of our international experience and our comprehensive know-how. We'll handle the corporate and legal consulting for you. In a swift and straightforward manner. Through our global network, we'll provide you with a customised solution:

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Establishment and administration of companies in Switzerland and abroad
Establishment and administration foundations, trusts and structures in Switzerland and abroad
Establishment of and support for non-profit foundations
Implementation of restructurings
Priorities: commercial and corporate law, intellectual property law (trademark law, design law and patent law), bankruptcy law, tenancy law, matrimonial law and the law of succession, as well as labour law

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Tax consulting and auditing

____ Tax optimisation by professionals. Sustainable and in accordance with tax legislation and the OECD Guidelines. Swiftly and on schedule. Our main focus areas are:

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Tax consulting and planning
Philanthropic planning
Tax returns
Tax rulings, tax relief and flat-rate taxation
Consulting on financial statements and profit optimisation from a tax perspective
VAT returns

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Property consulting and management

____ The long-term preservation and profitability of your properties are important to us. Thanks to our decades of experience in the real estate industry.  We advise you and manage your property with care. Our services are as follows:

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Structuring the acquisition and holding of properties
Searching for ideal properties in collaboration with prestigious real estate brokers in Switzerland and abroad
Property administration
Property management
Administration assignments with co-ownership communities
Construction management

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