Family Office Services go beyond Investment Management. 

Wealth Components Analysis
We consider all types of assets including residential property, commercial and non-commercial, strategic stakes in companies, majorities in business enterprises, charities and foundations, paintings and sculptures and especially all types of financial or bankable assets, describing their risk-return characteristics and analysing their contribution to the total wealth.


Goal Analysis
Financial goals must be performed and considered in the context of personal goals. We identify all financial and non-financial goals which are shaped by very personal tastes and preferences and link them to the wealth components.


Wealth Structuring
Financial risk analysis and legal risk analysis lead to the optimal structure of wealth to achieve certain goals.


Controlling
Project management, implementation and evaluation are key for a successful Wealth Structuring. It is all about finding the right experts and achieving the best interaction for cost efficient results.


Portfolio Reporting
Consolidated reports on a regular basis focus on cost efficiency and goal achievement.


Strategic review
The strategy depends on the personal goals, the personal circumstances and the economic and legal environment. We review these components regularly and adjust the strategy so as to maintain efficiency and stability.