We listen to the family needs and provide comprehensive independent financial management while keeping in mind the family’s legal, fiscal, business and personal requirements. In addition to our own expertise, we bring in first-class professionals, bankers, lawyers, fiduciaries and accountants who help us complete our tailor-made solutions.
Independence from financial institutions and product providers;
Network of international specialists, investment and private bankers, asset managers, lawyers, tax advisors, trustees, accounting and audit firms, real estate brokers, art and antiques specialists, etc;
Expertise in private wealth management supported by 80 years of combined experience in private and investment banking at leading international financial institution.
Swiss roots – Switzerland is distinguished for its private wealth management heritage, high degree of discretion, political stability, economic prosperity, cultural accuracy, punctuality and reliability.
Ability to analyse and synthesise complex financial situations. Ability to simplify complexity.
Discretion in dealing with family affairs; confidentiality and privacy.