In addition to our financial management services we offer our clients a range of related activities, whereby we draw on both our own expertise and experience as well as our network of highly skilled and capable professionals.
Backing Management of corporate and private liquidity events.
Advice on the capital structure for retirement provision.
Insurance: it is part of a broad risk management strategy that covers the entire family ecosystem. We offer our clients financial life insurance policies since the company boasts historical collaborations with counterparts of proven quality.
Preparation for companies and individuals for the succession: supporting in succession planning, generational transition and asset preservation.
Residence planning: support in the relocation process with analysis of tax compliance and charges.
Legal and fiscal advice: selection of attorneys in multiple jurisdictions, providing clients with centralized service; planning appropriate and efficient tax strategies for both individuals and businesses.
Backing small and medium sized companies thanks to our extensive network in the financial sector. In cooperation with international professionals we advise clients on the structure of financing and extraordinary financial transactions (mergers, acquisitions, listing, sell side mandates ...).
Trust under swiss and foreign law.