Family Office Services
Complete wealth coordination for families and entrepreneurs
A complete, integrated solution for complex family wealth
Significant wealth sits at the intersection of professions that rarely speak to each other: banking, law, tax, real estate, operations. Our role is to hold that thread for you, so there is one number to call. Our family office service provides that coordination with the rigor and discretion that only a fully independent firm, authorised under LEFin, can offer.
Three functions, one interlocutor
Investment and Financial Services
At the core of the family office is the management and oversight of your complete wealth picture. We integrate all investment activities under a coherent strategy, ensuring every element of your financial life works together.
Tailored Portfolio Management
Bespoke portfolio construction and discretionary management aligned with your family's specific objectives, risk profile, and time horizon.
Alternative Investments
Curated access to private equity, real assets, hedge funds, and other alternatives. Selection based on rigorous due diligence and portfolio fit.
Banking Coordination
Custodian selection, credit facility negotiation, and ongoing coordination with banks across jurisdictions to optimize terms and service quality.
Wealth and Legacy Planning
Comprehensive planning for intergenerational wealth transfer, succession architecture, and the preservation of family values alongside financial capital.
Operations and Administrative Services
The operational backbone of your wealth. We handle the complexity so you can focus on what matters, from consolidated reporting to coordinating your network of advisors.
Consolidated Reporting
A single, comprehensive view of all your assets across custodians, currencies, and asset classes. Updated regularly and presented with clarity.
Operational Support
Day-to-day administrative management of your wealth: payments, documentation, compliance coordination, and ongoing monitoring of all positions.
Advisory Coordination
We orchestrate your network of lawyers, accountants, tax advisors, and other specialists, ensuring all recommendations are coherent and well-executed.
Philanthropy
Strategic philanthropy planning, foundation governance, and coordination of charitable giving aligned with your family's values and long-term impact goals.
Private VIP Solutions
For families with complex international lifestyles, we provide a discreet, high-touch service layer covering every personal and logistical dimension of life at the highest level.
Residency and Citizenship
Advisory on residency programs, golden visa schemes, and citizenship by investment across Switzerland, Monaco, UAE, and other key jurisdictions.
Education
Access to leading Swiss and international educational institutions for the next generation, including boarding school placement and university guidance.
Travel and Lifestyle
Concierge-level travel coordination, private aviation access, and lifestyle management for principals and family members across global destinations.
Healthcare and Art
Access to leading medical specialists, personalized healthcare coordination, and advisory on art acquisition, authentication, storage, and collection management.
"Every family is unique: its values, its legacy, its vision for the next generation. Our role is not to impose a model but to understand that uniqueness deeply, and then build the structure, the strategy, and the relationships that will serve it for decades to come."
What a private bank alone cannot provide
Why families choose an independent office over a bank or a larger multi-family office.
Consolidated Reporting
A single dashboard covering every asset you own, across every custodian and jurisdiction. Performance, fees, allocations, and cash flows presented clearly and without spin.
Estate and Succession
Forward planning that ensures your wealth transfers to the next generation efficiently, on your terms, and in alignment with your family's values and intentions.
Lifestyle Management
Professional coordination of your non-financial assets and personal needs so that every element of your life is properly managed, discreetly and effectively.
Governance and Continuity
Frameworks for family decision-making, next-generation education, and the preservation of values and cohesion across generations, before complexity becomes conflict.
A trusted partner for every dimension of your wealth
We will show you how this single point of entry works in practice, and what it would change in how your wealth is organised today.
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