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Private individuals and entrepreneurial families

With our many years of expertise in managing sizeable family assets, we take the role of competent partner, providing support when it comes to making the right decisions for your assets. Our strategic asset allocation and comprehensive asset reporting and controlling are the transparent and comprehensible basis for this complex task.

Transferring assets to the next generation in a way that preserves both value and values presents a particular challenge. Family governance is an integral component of our family office services, and our advisors have an especial wealth of experience in supporting and moderating this process.

As a family office with independent organisation, individual core competencies and a well-established, extensive network of highly qualified financial partners and specialists, we offer you independent advice committed to you and your interests. Always expect the best advice.