What's a Family Office

The concept of a Family Office originated in the U.S.A.

Wealthy families discovered that it was more efficient to centralise the control and administration of their wealth in their own establishment, rather than employ a variety of external specialists in different locations.

Investment management, inheritance strategies, accounts, administration and paying bills are just some of the activities managed from a Family Office.

Our Family Office service is focused on those clients with global assets in excess of 10 million Swiss francs.

If you die tomorrow will you leave...


Chaos
Order

No will.

An up to date will, that has been
    prepared by an expert.

Documentation out of date.

All documentation up to date.

No estate planning.

Estate efficiently structured.

Probate.

Speedy transfer of assets.

Loved ones in the dark.

Beneficiary’s activities continue.
    Complete co-ordination between
    advisors.

Business partners vulnerable.

All involved are fully co-ordinated
    and prepared.

No co-ordination between
  lawyers, accountants, bankers
  and family.

All parties fully co-ordinated to provide
   optimum service.

How Can a Family Office Help me?

Provide a central point, where all records and files are stored and maintained.

Provide the facilities and logistical backup, where a client's bankers, accountants, legal advisers and family members can meet to review status of assets and structures and consider strategies for the future.

Provide a central point that family members can contact for advice and assistance, in the event of a tragedy. Provide peace of mind that personal and professional affairs are in order.

Payment of invoices, credit cards and bills.

Why Switzerland ?

Switzerland is the world's leading centre for private banking.

Switzerland is renowned for its lasting political and economic stability.

Geneva, the home of Private Banking, possesses all the facilities and professional skills necessary to run a successful Family Office.

Geneva is well placed for international travellers