Family Advisory

We provide families with all the advice they need to gain a better understanding of their family- and wealth-related needs and to structure their wealth accordingly.

Family advisory in Switzerland, Europe and abroad

Our many years of experience with families and family offices are based on the trust that our clients place in us. As a result of our independence, we are always able to deliver high-quality advice that is integrally tailored to your individual needs. Our dedicated professionals are on hand to assist with topics such as wealth planning, succession planning, prenuptial agreements, reporting and much more.

One of our top priorities is to know our clients thoroughly. Only then can we internalise your perspective and your needs while keeping our eyes on your goals. We always assist you personally to ensure at all times that the legal and fiscal situation is in order so that risks can be identified and acted upon in a timely manner.

What sets us apart

Human capital

It takes highly professional experts to advise families comprehensively and with foresight. We are always personally available to adequately address your concerns and offer our expertise.

Personalised solutions

In order to fully meet your needs and those of your family, we personalise our services to the highest degree and provide constant individual assistance.

Comprehensive Approach

To provide you and your family with sound advice covering all your needs, we work in an interdisciplinary and cross-disciplinary manner. This enables us to offer you solid and wide-ranging solutions.

Our Family Advisory services

Family Governance

As advisers, trustees, board members and administrators for international families across generations, we are well positioned to guide you in creating and implementing your own family governance plans to ensure a lasting legacy for your family and future generations.