We take care of choosing the right bank for you and defining the correct investment strategy based on your criteria and requirements. We overview the implementation of the investment strategy and we take care of the monitoring and performance analysis. Furthermore, we offer full consolidation even if you maintain accounts with other banks in Switzerland and abroad.
Our partner: Bank Reyl & Cie
We help you to structure the acquisition and financing of special private investments such as real estate, etc. We will propose selected opportunities to you based on our international network and extensive experience.
We will define and shape the right tax and legal structure, which may include succession structures, negotiations with local tax authorities and risk management, based on your needs and long-term objectives.
We assist you in your purchase of art or investments in special assets such as yachts and lear jets, etc.
We choose and suggest possible health care services for you with competent external medical partners, ranging from experienced medical staff and specialised doctors to state-of-the-art clinics.
We manage private issues such as choosing the right schools or universities for your children; we will screen and select the right property or real estate and we can take care of relocation and residency permits. Additionally, we can set up the correct charity structures such as foundations, appoint a board of advisors and choose fitting charity projects for you.
We provide personnel management and private secretary services upon request.
Private security, secure transportation and secure communication are professionally managed by professional and trustworthy partners.
We connect you to the best and most professional partners who will take care of any transportation, hospitality, event or travel-related needs that might arise – worldwide.