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Convenient and stability over generations
Modular Service Offering
The family office services include open array of portfolio management and investment services.
Portfolio Management:
- Independent Asset Manager
- Tailor-made mandates, structured products
- Risk monitoring and controlling system provide an ongoing screening of your portfolio using inter alia Bloomberg tools
Family Investment Office Services (FIO):
- Establishment and management of your FIO
- Single point of contact for managed portfolios: Analysis of portfolios held at banks
- Evaluation and selection of external portfolio managers from various banks
Banking Services:
- Opening, managing and consolidation of banking accounts worldwide
Financial Engineering:
- Development and implementation of investment products and solutions
- Structuring specific market exposures and hedging needs
Lifestyle Services
- Medical assistance
- Summer school for kids
- Assisting in buying vintage cars, yachts, jets and art
