In the English-speaking world, a family office is a company whose purpose is to manage the private assets of an owner family.

​​

Typically, the family office not only takes on pure asset management, but also secretarial and concierge services such as bookkeeping, mail processing, office organisation, travel planning, mediation, personal assistant, selection and appointment of external service providers such as lawyers, tax consultants, travel planning and security management.

 

Definition Family Office

 

The term family office refers to a company that manages the larger assets of a family.

 

In contrast to a traditional asset manager at a bank, the family office takes on other activities relating to the assets, is neutral and does not sell its own products.

 

The main advantage of the family office is the family's high level of control over its own assets and investments.

 

Better control and the authority to issue instructions are among the other advantages of a family office.

 

A Family Office acts in the interests of preserving and increasing the wealth of the family and obtains professional external support in the form of professional asset managers with a licence from FINMA / BAFIN, who are subject to regulatory requirements such as the SRO (self-regulatory organisation for combating money laundering).

​

Family Office 

 

• Dealing with personal matters in the lifestyle sector 

• Processing incoming mail and preparing multilingual correspondence

• Checking contracts (insurance, subscriptions, etc.) and negotiating new contracts with optimised conditions.

• Agenda management, organisation of private / business appointments and travel planning.

• Relocations

• Dealing with authorities

• Contact with schools / childcare

• Organisation of private invitations and events.

• Interface with external service providers, such as comparing offers, obtaining quotes, monitoring the work carried out in the properties / yachts, etc. Cost control

• Control of deadlines and schedules

• Control of vehicle fleet

• Pets

• Organisation of transport

• Attending appointments / taking minutes etc.

• General secretarial tasks

• Contact point for various private projects within the family, control, deadlines, appointments.

• Accompanying service

 

The services we offer allow you a relaxed and predictable everyday life in which you can rely on trustworthy personalities who guarantee both integrity and discretion.

 

The cost - fee for our services is essentially linked to the saving of your valuable time and the professional negotiation with the service partners.

​

Conclusion:

More leisure time and enjoyment in everyday life without significant additional annual costs.

​

In the area of assets and cooperation with selected and accredited asset managers, the focus is on a decent return.

 

What characterises a good Family Office?

 

Discretion and confidentiality of business and private information are essential.

​​

Get in touch with us .

​​

The initial consultation is free of charge!

​​​

​​​

​​​

​​