We offer comprehensive personal advisory to clients with very specific requirements, professional asset allocation, return and risk optimized portfolio management as well as a wide-range of expertise in tax-efficient investments. Among our clients are families with large estates, numerous private foundations and high networth individuals.

In order to completely meet your needs, our Family Office coordinates independent teams formed by top specialists that develop and implement intelligent strategies in order to achieve your personal investment objectives. An extensive conversation is crucial at the beginning, in order to determine your investment objectives, your risk profile as well as any liquidity needs. After all, only if we know and understand what your needs and preferences are, we can advise you accurately regarding your wealth. Professional, competent and objective.

Core Satellite

Generally, everything is a question of dosage. Our Core-Satellite-strategy is based on the idea that the right composition delivers success. Only in this way we can offer you a truly individual portfolio management.

We manage your portfolio. Your investment portfolio will be structured independently and professionally according to your individual needs, wealth objectives, return expectations as well as your personal risk appetite. Thus you can dedicate your time to other things.

To diversify your portfolio in an optimal way, we follow the so-called Core-Satellite-Approach. According to this strategy, a portfolio consists of a core investment as well as additional investments. The core forms the strategic center – a strong fundament, which the investment strategy is based on. With the additional satellites we attempt to increase the returns. Thereby representing interesting investment topics as well as recent market developments to make your portfolio management truly individual.

Reporting/Wealth Administration

Should you award management mandates to external wealth managers or banks, we continue to care about your concerns.

We take control of very sensitive tasks such as making sure that instructions are being followed by the respective wealth manager that fee-claims are justified or that risk specifications are maintained accurately.

We process these collected results and present them to you in a comprehensible and clear manner.

Tax optimization/Property succession

Tax optimization and property succession

We cooperate with external experts for the purpose of sustainable tax planning. We thereby verify that your assets are being invested optimally regarding proper tax law. Our intergenerational service approach helps you to lay the foundation for an orderly transition to the next generation.

Coordination

We coordinate an individually composed and independent team of experts which will develop strategies for your individual investment objectives and carry out their implementation. You will benefit from our broad network of first-class external cooperation partners such as lawyers, certified accountants, tax consultants and investment managers. Your main contact partner will nevertheless always be the Family Office.

Management Mandate

Significant wealth is often administered by more than one portfolio manager in order to avoid the risk of wealth concentration.

We also take control of professional tenders of management mandates through a “Beauty-Contest” and assist you in awarding management mandates to external wealth managers according to your specific needs.