eFamilyOffice

With our eFamilyOffice solution, we address the need to have secure access to up-to-date information at all times while enjoying complete data protection.
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What to expect from us

With complex structures and constant changes in the regulatory environment, it can be difficult to always maintain an overview of everything that is essential. Our eFamilyOffice solution provides you with an efficient overview of your family office, including all records relating to investments, shares,  officers, assets etc. You also have access to the FATCA/CRS status and classifications of all entities where we assume a managerial or administrative function. 

You receive flexible access via your PC or via tablet. The highest security standards have been implemented to ensure encrypted document downloads and protected access via the KENDRIS web infrastructure. 

 

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eFamilyOffice access

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What sets us apart

Flexibility

Access your data online whenever and wherever you want. eFamilyOffice is conveniently accessible via desktop computer or via tablet.

Security

High security thanks to multi-factor authentication and server infrastructure in Switzerland.

Up-to-date

You always have the latest information thanks to regular updates from our experts who manage your structures.

Key contact

Thomas Frey
Thomas Frey
Partner
Attorney-at-Law
LL.M.
TEP (Dip ITM)
T +41 58 450 59 44
Marcel Minger
Marcel Minger
Director
­BScBA
TEP/Dip(ITM)
T +41 58 450 59 47

More Family Office services

Services for your Family Office

We support families and their family offices with tailor-made services that meet their personal needs. As a fully independent partner, we deliberately exclude asset management services and focus on asset structuring, asset consolidation, controlling and reporting.

Family Governance

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

Family Office

With our long-standing in-house experience in the areas of law, tax, regulation and compliance, we provide both strategic and operational assistance in establishing and managing your family office.
Find out more

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