Our Services
Asset
Management
Financial markets are complex and volatile. Our philosophy is to create a comprehensible and sustainable investment strategy for you. Through personal discussions, we are able to analyse your needs, define your investment goals and horizon and develop your customized investment strategy.
Every client is different – our solutions are as unique as your needs and goals. We continuously analyse markets and securities, anticipate market trends and monitor the development of your assets.
Asset Management
Financial markets are complex and volatile. Based on your profile we set goals for you and a temporal horizon. We then develop your personal investment strategy.
Are you looking for a maximum return or do you prefer investments that offer more security? Based on your information, we develop the appropriate investment strategy.
Family Office
Suchen Sie einen Partner, der genug Weitblick hat und ganzheitlich denkt, um Ihr Vermögen für die nächste Generation zu sichern? Dann sind wir der richtige Partner. Dank unseres Netzwerks an ausgewählten Partnern können wir Ihnen darüber hinaus umfassende Dienstleistungen anbieten:
Management of Family Assets
We are very experienced in dealing with family funds. Our offer includes the following services:
Managing the accounting issues for various corporate structures
Projections of cash needs for personal, business and investment purposes
Preparation of annual financial statements
Coordination and consolidation of corporate accounting records
Relocation Services
Are you planning to move to another country? We will help you to complete all formalities. What we do for you:
Assistance with all formalities with the relevant authorities
Applying for a residence permit
Search for appropriate real estate
Assistance in relocation
Help with acclimatization at the new location
Looking for a private school for your children
Private Jet & Yacht
We are experts in establishing and managing yacht and private jet ownership structures and offer full services including chartering, purchase, registration, maintenance, sale and dereg-istration of private jets and yachts, while you spend time on the water or in the air.
Tax & Legal Support
In order to support your family’s specific needs of service, we provide access to legal and tax specialists in multiple countries for various aspects that may arise in connection with the structuring and preservation of your wealth. We ensure that you understand the impact of changes and new requirements and that you remain compliant.
Trust & Corporate Services
We provide advice on how to comply with new requirements of various off-shore jurisdictions and as well as providing company incorporation in e.g. Panama, BVI, Cyprus, Luxembourg, UK, Belize, Hong Kong, Switzerland. We liaise with different local and foreign authorities, and help you to administer and coordinate appropriate corporate structures.
Custodian Bank
Our main bank partners are (not exclusive):
