Wealth management, wealth planning, and estate planning can become complex and comprehensive for families. Services and structures are needed at a global level. And, most importantly, the unity of the family, the successful management of family businesses, and the family's heritage are to be upheld. Many families reach a point where they consider setting up their own full-service single family office or virtual family office that integrates external capabilities in a digital collaboration environment.
We strive to simplify and personalize the evaluation and decision-making process. Our role is to support you and your family in all planning and implementation steps. We design and structure individualized single family offices and virtual family offices that enable you to manage, oversee, track and control all family, business, and wealth-related matters in ways that best suit your and your family's values, needs, and objectives.
Our network of global legal, tax, and wealth experts supports us to orchestrate international services for your single family office. We assist you in actively shaping your family's future, enabling family members by defining the role of the family's wealth in their lives, and creating a lasting legacy based on family governance. And, better by design, we build value into everything we do. There are no hidden costs, industry jargon, or off-the-shelf solutions. Just personalized and transparent services that combine high touch with high tech.