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Our why and values

Our why

We believe a clear opportunity exists to make legal advice more effective by better aligning to what you and your family value and need.

CHANGE. We want to be part of driving the legal industry's transformation towards customer-centered experiences. We believe in individual advice for individual circumstances and the human touch in a digital world.

VALUE. We believe in value creation by assisting people in defining the role of wealth in their life. We focus on goals, putting people's purpose of wealth in context with spending, preserving, growing, and dividing, alongside legacy considerations.

MASTERY. Even after tens of thousands of hours of practice, we are proud of our achievements but recognize that there is still work to be done to better understand and fulfill the complex needs of wealth owners.

Drone view of snowy town

Our values

FAIRNESS. We provide fair value for money and a fair opportunity working environment to develop and sustain long-term relationships.

CREATIVITY. We choose curiosity over fear when it comes to the challenges ahead and continuously strive for breakthroughs.

INNOVATION. There is always a better solution. We do things differently by design and contribute to a positive change in people's lives as well as our industry.

HUMILITY. We accept reality with no attempt to outsmart it. We play by the rules, and so should everyone else.

HONESTY AND INTEGRITY. Honesty saves everyone's time. Integrity is everything. It's not about being right; it's about doing the right thing.

TRANSPARENCY AND TRUST. Transparency leads to trust - the value and currency. Trust is our prime choice, professional right, and obligation that will never be subject to negotiation.

Frauenbad at Stadthausquai in Zurich

Our vision
and mission

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