Client Profile

Our clients are predominantly entrepreneur families and wealthy Private Clients with residences in Switzerland and German speaking Europe. The structuring, the management and the transfer of complex family wealth represent special challenges. Often they are in need of comprehensive advice and coaching by their “personal CFO” - similar to the CFO in their corporation and as an ideal extension of their own skills and preferences.

Relationship

We seek to establish long-term relationships characterized by a mutual partnership. Neither us nor our clients are interested in anything else. The relationship should be governed by mutual respect and commitment, and by transparency.

Collaboration with Network Specialists

Many of our clients have used their own specialists (accountant, lawyer, tax advisor, real estate specialists, etc.) for many years. We are certainly open to continue to work closely and to coordinate with such specialists. For specific needs we are able to access our own network of highly qualified and proven specialists.