We are a multi-family office that has been advising individuals and their families comprehensively with regards to their entire wealth for more than four decades. As entrusted advisor we take care of the organization, protection and development of the client’s wealth as well as of the transfer to the next generation. We analyze the client’s needs and requirements, we design and work out tailor-made and sustainable solutions. And we are responsible that these solutions are implemented, constantly monitored and adjusted if necessary.
We want to meet this demand as a team. Collectively, we have comprehensive expertise in all aspects of financial advisory. Our clients benefit from a personal contact who understands their individual expectations at all times and from our global network of highly qualified specialists. Independency, transparency and prudence are very important to us as the interest and needs of the client stay always at the center of our acting.