Defining the client’s objectives and risk profile, selecting the most suitable investment strategy and efficiently implementing it, are part of an extensive process involving manifold professional profiles and dedicated competencies. Having a clear global vision of this complex process without losing sight of its individual components is essential in order to achieve the envisaged goals over time. Our first task is to coordinate and monitor the entire investment process, trimming the associated costs in line with the client’s wishes, while at the same time giving him access to expert advice conducive to high quality results.

We are constantly looking for interesting real estate objects regarding different types of usage and risk classes. We provide our clients with superior investment performance combined with first‐class service guided by patience and discipline, seeking unique opportunities to generate superior risk-adjusted returns, actively managing financial and currency risks, and consistently providing transparency. With deep experience managing global real estate assets in nearly every major market and across all property types, we drive value in our investments from acquisition through disposition.

Build on our long-term experience in managing a wide variety of companies in Switzerland and abroad. Our in-depth knowledge of a wide array of company law systems enables us to exercise board and director mandates efficiently and in a success-oriented manner. If necessary, we can also provide our expertise as a liquidator and administrator.

We’re specialists in the provision of administration services to trusts, companies and foundations for both individuals and families. Many of the structures that we administer also contain companies and partnerships. We spend time getting to know you, understanding your unique needs and objectives. We're experienced and we know the right people, often working closely with other professional advisors to plan and implement the best solutions.

Our areas of expertise:

• Private Trust Companies
• Foundations
• Family Limited Partnerships
• Discretionary Trusts
• Asset Holding Companies

Do you intend to relocate to Switzerland or in Monaco? We'll advise you and support you in all tax and legal questions. In doing so, we take account of both domestic and international considerations, and put the results of our advising into practice as well.

We will assist you with the following relocation services:

• Arrival documents, registration and residency permit
• Shipment of your household items and vehicle
• Evaluation of your tax situation in the case of a move
• Selection of the right taxation system
• Negotiations with the tax office
• Tax administration

We will advise you in domestic and international tax matters and implement the results worked out with you. You can also rely on the advice of our qualified attorneys and legal specialists in matters related to civil law, contract law and commercial law. We provide clarifications for trustees and support governing bodies, such as boards of directors or liquidators, in all legal matters. In the area of estate and succession planning you profit, thanks to our international focus, on access to a skilled and experienced legal department.

Our specialists can help you in the following areas:

• National and international tax advising
• Project-related tax advising
• Ongoing tax advising
• Maintenance of processes / implementation of tax planning
• Succession planning
• Lump-sum taxation
• Value added tax
• Inheritance tax
• Legal advising

We take care of your well-being from every point of view. We plan your future with you and walk the present together to allow you to live it to the fullest. For this reason, we do not limit ourselves to managing your assets, but we assist you in choosing sustainable and tailor-made pension and insurance solutions. From managing your art collection to organizing your business trips and holidays, with our wealth management service we support you in every area of your life.

An increasingly important part of the role of a family office is managing its philanthropic efforts. This will include the establishment and management of a foundation, and advice on donating to charitable causes.

These services would typically involve:

• Philanthropic planning
• Guidance in planning a donation strategy
• Assistance in formation of foundations and charitable trusts
• Organizing charitable activities and related due diligence