Partner for Generations

Our experts give independent and individual advice to entrepreneurs and private customers concerning the following Family Office topics:

• Structuring and management of equity investments and foundations
• Arrangement of corporate succession
• Consultancy regarding purchase/sale of company stakes, commercial and private real estate
• Management of asset assignments concerning inheritance matters
• Asset management and trusts

We support our customers as independent consultants in individual aspects but also manage & control complex portfolios and affiliated decisions.
Our services include:

• Conception and preparation of individual solutions
• Structuring and realization of complex comprehensive solutions
• Assistance in selecting specialists for special situations
• Consulting regarding investments and disinvestments (company stakes and real estate)
• Portfolio control and foundation management
• Trust management

Our experience and our comprehensive network provide for a fast and target-oriented selection of experts and financing partners. Our aim is to establish and to facilitate long-lasting relationships with our customers.