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

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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.

 

There are single family offices, where only one family is managed, and multi-family offices, where several families and parties are managed.

 

In the past, access to a family office was only possible for very wealthy families.

 

With our Multi Family Office structure, access is also possible for wealthy clients with assets of 2 million euros or more.  

 

What are the classic services of a Multi Family Office?

 

The service primarily covers the interests and needs of the family, irrespective of optimising returns.

 

The holistic approach, which goes beyond short-term profitability, speaks in favour of working with the Multi Family Office.

 

A Multi 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).

 

 

sServices include the classic areas of responsibility such as

 

• Administration of family property 

• Establishment of foundations / management of the foundation 

• Recommendations for legal and tax advice

• Planning and succession planning for companies

• Relocation of private individuals (relocation of residence, development of strategic planning options, tax optimisation)

• Mediator in inheritance matters

• Estate and succession planning 

• Planning and implementing charitable commitments

• Administrative tasks / secretarial tasks / mail

• Property support / management 

• Property development 

• Sale and purchase / valuation of properties

• Multi Family Personal Assistant 

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Our focus and success lies in the Family Office Personal Assistant service for everyone, regardless of existing assets

 

• Concierge service in the areas of

• travelling

• shopping

• living

• restaurants

• events

• Children

• school

• Pets

• Vehicle fleet

• Errands

• Organisation of trips

• Booking flights at the best conditions

• Accommodation

• Family reunion trips

• school

• Friends and Family

• Yachts

• events

• Special Occasions

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Personal Assistant Tasks

 

• 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.

 

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 activities within the Multi Family Office are focussed on the interests of the individual and supported families and are accordingly individualised.

 

The advisory services are aimed at the preservation of assets and the increased security concept is taken into account.

 

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

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Conclusion:

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

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

 

Contact us for a personalised consultation.

 

The initial consultation is free of charge.

 

The Family Office Personal Assistant

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What characterises a good Family Office Personal Assistant?

 

Discretion and confidentiality of business and private information are essential.

 

Professionalism - adaptability - empathy - reliability - tact - negotiating skills - organisational talent - good IT skills - problem-solving skills - communication skills - foreign language skills - commercial skills - industry-specific expertise - flexible - love of travel - love of children - love of animals - basic medical knowledge desirable - interest in beauty - psychological knowledge - understanding cultural differences - social skills - perseverance - very good personal network - basic legal knowledge - uncomplicated - competent - and much more.

 

We offer various service packages in the area of Family Office Personal Assistant tasks, which are billed on a quarterly basis.

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We offer four Family Office Assistant packages as standard. 

 

 

Example package 3

 

• General secretarial tasks, control and initiation of payments due, incoming mail controlAgenda and appointment management (organisation of appointments such as doctor, hairdresser, meeting friends, events, children's birthday parties, etc.)

• Organisation of the family celebration in New York with three families living in Munich, Zurich, Madrid (optimise flights - time and cost savings, accommodation, restaurants, events, goodies, etc.)Check vehicle fleet (seasonal)

• Obtaining offers / checking renovation work on family-owned properties (e.g. water leak)Organisation of transport by plane for petsOrganisation of special birthday presents such as tickets for the opera with supporting programme

• Search for specialised doctors / naturopaths etc.

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These services can be organised promptly and efficiently thanks to our professionalism.

 

In most cases, the prices we negotiate are cheaper than you would endeavour to pay, so our fee is already financed.

 

A WIN WIN situation for everyone.

 

You enjoy more FREE TIME and can rely on our services.

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We take care of you and your family.

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Get in touch with us .

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The initial consultation is free of charge!

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