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Stay in the know - the family office and private wealth blog

Insights and News

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Guest Series: Exploring fine wine investment opportunities

Investing in wine can be challenging but rewarding. It requires expertise, experience, and dedication ...

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The benefits of Liechtenstein foundations

If you're looking for a way to manage your wealth that offers privacy, flexibility, and protection, a ...

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A practical guide to moving to Switzerland

Switzerland is well known for its high standard of living, solid and innovative economy, political ...

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The importance of estate planning: protecting your wealth and loved ones

It is remarkable how many wealth owners have not arranged their succession.

The reasons may be many, but ...

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The things you should know before setting up a family office

Setting up your own family office is a great way to grow, protect and transfer family wealth. But there ...

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Estate planning trusts: What, how, and when?

Trusts are essential to estate planning because they allow wealth owners to pass assets to beneficiaries ...

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Guest Series: Building lasting and sustainable family office networks

Building a single family office is already challenging but bringing it to life to seize opportunities for ...

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Asset classes that require specific attention in your estate planning

Estate planning is complicated enough. However, it gets even more demanding for asset classes such as ...

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Enhance your wealth planning infographic

How to improve your wealth planning arrangements

Wealth planning is about implementing the right solutions to grow, preserve and transfer your wealth.

It ...

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What's new in Swiss succession law?

Obviously, there are more exciting topics for a blog post.

However, if you don't get things right in ...

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How asset protection safeguards wealth for current and future generations

Wealth is vulnerable in many ways, and some of the most significant threats are lawsuits, divorces, and ...

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Guest Series: What to expect from blockchain applications when it comes to wealth management

So far, the wealth management industry has primarily escaped disruption by blockchain technology. ...

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Guest Series: Why relying on ESG standards is not enough for sustainable investing

Environmental, Social, and Governance (ESG) has been an incredible success story for recent years and has ...

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Where to focus for lasting and effective estate planning solutions

Let's face it: estate planning is not known for its high fun factor.

Nevertheless, it's essential to ...

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family offices insights

Turning data into insight on successful family offices

What’s the secret to success? For family offices, success often lies in their investment strategy and ...

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Inheritance tax in Switzerland: rules, rates and planning opportunities

It's true what they say; few things are as sure in life as taxes.

Although Swiss taxation is not the ...

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How to select a multi family office that aligns with your interests

As a wealth owner, you may find the range of services and solutions offered in the continuously growing ...

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Family Business Governance Infographic

Proven governance, ownership, and succession strategies for family businesses

It's a well-known myth and belief that it only takes three generations to lose family wealth completely. ...

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How to achieve legitimate wealth protection and preservation

Wealth and asset protection don’t enjoy the best reputation in the eyes of the public. Far too many ...

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EAM Model Infographic

A deep dive into EAM and IAM services

We are looking at external asset management following our recent blog post on asset and wealth management. ...

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private trust company benefits

The private trust company pros and cons

While gaining in popularity, private trust companies (PTCs) are not for everyone. Yes, they can give high ...

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wealth management vs. asset management

What's the difference between wealth management and asset management

There's no doubt that financial terminology can be confusing at times.

Wealth management and asset ...

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Wealth planning strategies - Sweden

Guest Series: Wealth planning – a Swedish perspective

According to the 2021 Knight Frank Wealth Report, Sweden is home to more than five thousand Ultra High Net ...

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trustee Switzerland

Guest Series: Swiss trustees – a regulatory perspective

With the ongoing consolidation of the trust industry driven by private equity firms, wealth owners often ...

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Zurich West

Guest Series: The NFT gold rush - are you missing out on non-fungible tokens investments?

"Invest in what you understand. Just because there is an NFT boom does not mean that every NFT is ...

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Climate risk

Guest Series: Climate risk. An emerging financial risk category

Climate change is top of mind for almost the entire world, and climate risk is, in turn, accelerating as a ...

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Inheritance taxes: the toolbox for effective planning

No day is without news on new taxes. While we don't claim to predict the future, in light of the taxman's ...

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The family office investment policy and process

Family offices are private wealth management service entities that cater to the specific needs of families ...

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Guest Series: Business families and storytelling for success

Business families face many challenges, the most critical result from the combination of keeping a family ...

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Guest Series: Family business succession planning – the Italian job

Italy is home to more than ten thousand Ultra High Net Worth Individuals. Many entrepreneurs lead family ...

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Designing human-centric wealth plans and managing risk

Indulge us a little as we start this post by elaborating on the wealth planning definition: We view ...

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Guest Series: THRIVE - a wellbeing framework for family governance

While it can be a wonderful thing, a family is a complex constellation of relationships held together by ...

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Lump sum taxation Switzerland: the requirements, taxable income and application procedure

Have you heard about a Lex Chaplin? Why should you? There has never been such a law. However, the term has ...

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Sechseläuten Square in Zurich

International estate planning strategies to reduce estate taxes

We will experience the biggest wealth transfer in history within the next three decades since Baby Boomers ...

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How to elevate your single family office to excellence

The number of global single family offices is continuously rising. With the introduction of virtual family ...

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Guest Series: Impact investing. Discovering underlying value

Values-based investment strategies are the zeitgeist, as more investors look towards environmental, ...

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Guest Series: Private equity. How to diversify your portfolio

It may seem that private equity investors already own everything: fashion brands, food companies, computer ...

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Estate planning: how to start and tackle foreign scenarios

Today is as good as any to start estate planning. For some, this post may be a reminder to focus on the ...

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Boats on Lake Zurich

Residence in international tax law: Whenever, Wherever

Shakira is a Colombian pop star married to a Spanish football player and has officially been a resident in ...

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Family office cost infographic

The costs of running a single family office

Cost is often predominant in the evaluation of a single family office creation. We believe that the costs ...

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Guest Series: How renewable energy investments help fight climate change

Interested in knowing more about investments in renewables and energy economics?

Harikishan Mandalapu and ...

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Metropol building Zurich

Wealth management investment products and KYC processes

In our experience, the Know Your Customer (KYC) onboarding process is the biggest bottleneck in wealth ...

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Why family governance, heritage and succession planning matter

Family wealth can decline over generations for various reasons. In particular, if a family business is ...

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Drone view Lake Zurich

Wealth planning strategies: why you need one

We see wealth planning as the sum of arrangements to grow, preserve, protect, and transfer wealth. It ...

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What is a virtual family office?

Family offices are the zeitgeist in wealth management. Everyone has or wants one. You can choose from ...

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Our blog manifesto: our goal is to provide you with value

What to expect from us.

Before we start with our regular posts, we believe it might be helpful to make a ...

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