Individuality – Family Office Services
We support you in the management, organisation and receipt of family wealth. This can affect individual parts or extensive administrations of your assets.
Your personal situation and your investment objectives are paramounted in asset consultation and management. The objectives are regularly adjusted to your current demands basing on conversations about strategy and performance.
The individual service package adjusted to your demands includes among others regular contact and exchange with you, consolidated investment statements (several banks), active management of mortgage maturities (monitoring of interest development) up to handling of daily administration.
You can rely on our comprehensive expertise with first-class know-how.
Your asset values are systematically and continuously monitored by us and disposed accordingly. The long-term, individually defined objectives are regularly controlled concerning their profitability and risks.
We offer expertise in consultation of real estate projects, enfeoffment and sustainability, financing options of single-family and holiday homes, condominium apartments, commercial properties and apartment buildings.
We are networked and in cooperation with proven experts, among others banks, insurers and specialists in the fields of taxes, inheritance and provisions.
We offer international financial competence.