Discretion and independence
Discretion is our prime directive. We are owner-operated and absolutely independent.
Experience and continuity
For many years we have advised small and mid-tier business owners and their families. We administer sizeable assets and have successfully concluded over 100 company and real-estate transactions. Our advisory services are interdisciplinary, and our experience provides a sound basis for success and process effectiveness. We offer services from a single source with the highest possible level of advisor continuity.
If necessary we can call on outside specialists as well as a worldwide partner network.
We meet the challenges of discreet handling of the many different issues faced by business owners and their families in securing and expanding family assets.