Have you been confronted with some of the following concerns?
Family Wealth Boutique puts its values and expertise at your disposal.
Trust, independence, professionalism and discretion.
Whether you are a first-generation wealth creator or a wealth inheritor; successful business person, artist or sports champion; man or woman, junior or senior—your family wealth needs the care and attention of dedicated professionals.
Family Wealth Boutique helps to resolve particular wealth issues and establish a global long-term financial plan.
Recognising a success rate of only 30% in wealth transitions, we work with our clients to design an efficient wealth transfer architecture that will reflect the desires of the founder and the financial needs of the descendants.
We ensure that family wealth is protected and growing before it comes into the hands of the next generation.
Inheriting a significant amount of wealth may be a life-changing event. On the one hand, you are committed to the wishes of the founder. On the other hand, you have your own vision about how your wealth should evolve.
As Family Wealth Boutique, we help to integrate the wealth-giver’s financial wishes into the client’s own financial plan.
Women hold nearly 30% of global wealth, yet they may be unfamiliar with the world of financial planning. Being the creator of her own success or becoming wealthy due to divorce or inheritance, a woman may require a reliable and trusted party when it comes to managing her own financial affairs.
Every relationship starts with a dialogue, and understanding the family’s financial ambitions.
Through our rigorous analytical approach, we help you to simplify and organise your fortune in order to make it more efficient and better performing.
Together with you, we will design an efficient financial model to protect your wealth against market turbulences and make it grow according to your sensitivity to risk.
Using qualitative assessment and quantitative instruments of asset management, we set up an investment policy and regularly monitor both the investment performance and the corresponding risk.
We help you to go the extra mile that makes the difference and accompany you in establishing the family financial vision; your goals; recognising the individual strengths of your children and their talent for taking over your businesses and wealth.
Why did I switch from science to finance?
Because I care for people, and science does not provide sufficient space for social interaction. I like to make people happy through what I do. I enjoy listening to them, seeing them smiling, opening up and sharing their thoughts and concerns.
I think what people generally like in me is reliability, rigour and an analytical approach, together with the creativity and motivation to accomplish things. It is natural for me to invest time and energy in the relationships I care for. And this kind of investment has rewarded me with wonderful, long-lasting friendships and client relationships. Through work and my passion for physics, psychology and painting, I am surrounded by a universe of marvellous and inspiring people. I enjoy what I do, and it is important to me that my clients enjoy working with me.