Convenient and stability over generations

Modular Service Offering

The family office services include a wide array of legal, consulting and investment services provided by our own in-house specialists and external partners

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

Fiduciary Services:

  • Due diligence of existing structures
  • Incorporation, administration and management of asset holding structures
  • Optimisation of corporate structures incl. disbursement of corporate earnings & cross-corporate financing
  • Integration of inheritance planning into existing structures for asset protection
  • Jurisdiction specific: Establishment of corporate domicile with working permits & tax filings

Banking and Insurance Services:

  • Opening, managing and consolidation of banking accounts worldwide
  • Managing of banking relationships incl. asset & liability management for individual and corporate structures
  • Possibility to choose from different booking centers (Zurich, Singapore etc.)

Transaction Management:

  • Assisting you in legal due diligence
  • Project management & coordination between various providers (legal, accounting, tax, banking)

Convenience Services:

  • Assisting in buying vintage cars, yachts, jets and art
  • Summer school for kids
  • Medical assistance

Portfolio Management by Aspermont:

  • Independent Asset Manager
  • Tailor-made absolute return mandates, complex products
  • Risk monitoring and controlling system provide an ongoing screening of your portfolio using inter alia Bloomberg tools
  • Attractive fees (e.g. bond trading) due to institutional-like status of Aspermont vis-à-vis banks

Financial Engineering:

  • Development and implementation of investment products and solutions
  • Structuring specific market exposures and hedging needs

Modular Service Offering

Real Estate:

  • Advisory on purchase and sale of property / real estate brokerage / property management
  • Advisory on funding of real estate projects
  • Participation in real estate development projects in Belgrade/Serbia
  • Relocation to Switzerland
Contact Us

OFFICE ADDRESS Aspermont Capital AG
Address: Loewenstrasse 66,
CH-8001 Zurich
Telephone: +41 43 888 66 44
Fax: +41 43 888 66 40

mailing Address Aspermont Capital AG
P.O.Box 1669
CH-8021 Zurich