Clear Plans and Strong Foundations for Wealth Preservation
Our Services
Family Office Services
Coordination of lawyers, tax advisors, and banks across jurisdictions
Concierge support for relocation, education, and other administrative tasks, including real estate, staff, insurance, etc.
Succession planning and family governance facilitation
Project management for philanthropic, real estate, or private investments
Legal & Structuring Support
Advisory on trusts, holding companies, and private structures
Support and coordination of legal structuring across jurisdictions
FATCA, CRS, and cross-border tax compliance coordination
Corporate governance and entity maintenance
Board member for SPVs and holding entities
Operational & Regulatory Coordination
KYC/AML documentation and service provider onboarding
Setup of internal controls for private structures
Outsourced COO/CFO services
Regulatory monitoring and advice
About Us
We combine over a decade of experience in Private Banking, Asset Management, and Family Offices, with a background in private markets, fund structuring and administration, and legal and regulatory advisory across Switzerland, the EU and Middle East.
With a vast contact network and expert knowledge, we are uniquely positioned to support families navigating international wealth and legacy planning.
Contact
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