Family Office
As a Family Office, we provide a clear framework for the long-term stewardship of your wealth as a whole – from strategic direction and implementation to ongoing oversight and refinement.
At the heart of our work is a comprehensive view of the assets, holdings, obligations, cash flows and responsibilities that shape your overall wealth. Within a clear management framework, we bring these elements together, make their interdependencies transparent and support well-informed decisions in line with your personal, family and entrepreneurial objectives.
We take on a coordinating and steering role. We structure complex matters, involve suitable specialists where appropriate, support the implementation of agreed measures and provide a sound basis for ongoing oversight through transparent reporting. This ensures that your total wealth remains understandable, manageable and capable of action even as circumstances change.
Structure
- Strategic wealth planning
- Asset allocation advice
- Portfolio construction
- Design and establishment of family funds
- Selection criteria and mandate structures for external specialists
Implement
- Asset management
- Liquidity management
- Project management
- Manager selection and appointment
- Coordination of external partners and specialists
- Administrative and organisational Family Office services
Monitor
- Consolidated wealth reporting
- Asset and risk controlling
- Cost controlling
- Ongoing review of external managers and service providers
Create clarity. Connect interdependencies. Coordinate responsibility.