Family office
Strategy consulting
Investment management
Investment advice
Special mandates
Matrimonial and inheritance law
Contract and corporate law
Private Equity
Financing
Philanthropy
SERVICES

Efficient structuring and investment of your wealth

We tailor large, complex portfolios – with investments at various banks, real estate, private equity, insurance policies, etc. – to precisely match your individual risk/return profile. In addition to the static view (which includes liabilities) we also incorporate cash-flow optimization and continual rebalancing of asset classes.

In many cases, you will also have extensive real estate investments, private equity, collections, and special themes to consider. We work with external specialists to cover these areas too – unlike banks and conventional asset managers.

We offer integrated, comprehensible, and timely consolidation and analysis of large portfolios – typically involving a number of banks – together with all non-bank investments (real estate, participations, collections, etc.) and discuss our findings regularly with you – at your family conference, if you wish.