Family Office

In addition to asset management, we are able to assist our clientele in complex and varied areas such as:

  • Multi-bank consolidation
  • One-time analysis of “external” portfolios
  • Succession planning
  • Tax optimization
  • Organization of philanthropic activities
  • Research, analysis and monitoring of private investments (private equity)
  • Supervision and expansion of family assets

For all these areas adjacent to our core asset management business, we work closely with outside experts who are among the best in their fields.