Foundation, Trust and Insurance
Our family office partners in Switzerland and Liechtenstein provides tailored strategies and solutions to help clients transfer their wealth seamlessly across generations. From structuring foundations and trusts to optimizing inheritance planning, we ensure that assets are protected, smoothly passed on to descendants, and aligned with each family’s long-term vision.
Preserve family businesses and wealth for future generations
FAMILY WEALTH PLANNING
Based on the long-term needs and vision of families, we provide impartial advice on asset and investment management and support our clients in overcoming three major challenges:
FAMILY ASSETS & LEGACY PLANNING
We help families build long-term strategies to ensure the smooth transfer of wealth and business assets across generations.
Our services include policy consulting, succession planning, and restructuring of ownership structures to meet evolving family needs.
FAMILY OFFICE
INFRASTRUCTURE
We support families in designing and establishing financial platforms and structures that align with their long-term goals.
This includes the creation of family investment entities and optimization of wealth structures for lasting success.
STEWARDSHIP & GOVERNANCE
We support families in aligning investments with their long-term values and vision. Our services include the development of investment policies, family governance frameworks, and advisory committees to ensure responsible and sustainable wealth stewardship across generations.