Rue du Rhône 65
CH - 1204 Genève
Tel. + 41 (0) 22 735 08 40
The term refers to a grouping of wealthy private investors and their families wishing to receive general advice on all their assets independently, like a large institution. It may consist of one or several families.
Family Offices perform their tasks with their own staff (banking relationship, central coordination, strategy). However, for some specific skills this type of work is administered externally.
Initially, our work focuses on structuring your family heritage. Several tools are available such as the creation of a legal structure, investment tracking, management and estate planning, monitoring of ongoing operations. In addition, we can provide assistance in the creation and development of philanthropic activities or nonprofits.
For fiscal, fiduciary and legal activities we have a network of partners and certified experts recognized in their profession who can relieve you of the administrative burden and offer a complete turnkey service.
One single interlocutor likely to meet all your expectations, this is our strength.
The purpose of a Family Office