Our Services
Integrated professional Wealth Structuring aims to protect international family assets and estates throughout their family life cycle. In our advisory capacity we manage various risk factors, such as changing legislation, political instability and individual family particulars (transnational dispersion of families, irresponsible heirs...).
Our Wealth Structuring competence is based on a highly professional approach and experience earned over the last 25 years by our founder and senior partners in the fields of:
• Trusts, Foundations, Insurance and other Corporate Vehicles
• Financial and non-financial Asset Protection Structuring
• Family Governance
• Succession and Estate Panning
• Client-Driven Private Equity Structuring
• Intellectual Propriety Protection
• Relocation Planning
• Family Office Set-up Devices
• Charitable Giving and Donations
• Philanthropy
We advise and help to implement international wealth structures protecting our clients’ financial and non-financial assets and ensure they remain relevant in changing times and are managed professionally.
As a one-stop agency for our clients, we act as central point of coordination and management, and liaise, on our clients behalf with
• Lawyers, Executer(s), Estate Planners
• Corporate Trustees and Trust Companies
• Accountants, Consultants, Insurance Brokers
• Banks, Investment Managers, Brokers
• Real Estate Management
We offer a comprehensive range of administration services out of Switzerland
• Monitoring of clients’ structuring schemes
• Monitoring of bank and portfolio accounts
• Centralisation and Safekeeping of documents
• Emergency Contact List
• Tax preparation and coordination
• Control and Protector services
• Trusteeship
Transaction-Oriented Assistance for
• Mergers & Acquisitions Advisory Services
• Escrow Transactions
• Real Estate: Purchase, Sale and Operation Legal Services
• Providing full-range Legal Services in Switzerland and Europe
• Assistance in organisation Court proceedings (state and arbitration Courts)
Financial Advice
• Organisation of relationships with Banks in Switzerland and Europe
• Due diligence, selection and monitoring of Money Managers
• Checks on financial firms and advisors
About Us
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