OUR SUSTAINABILITY SERVICES

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MULTI-FAMILY OFFICES

We are an individual, trustworthy and discreet partner for various questions concerning UHNW & HNW individuals, their families, and wealth

WEALTH PLANNING

We support our clients in finding sophisticated customised solution for optimisation of family and business wealth structures

CORPORATE SERVICES

We have proven experience in meeting even the most complex challenges, wherever the jurisdiction

WEALTH MANAGEMENT

We support our clients by controlling, protecting, and performancing their wealth, a complex objective which requires the highest attention

WHO WE ARE?

WE FOCUS ON

SWITZERLAND BASED SUSTAINABILITY ADVISOR:

  • Sustainability in Business, Finance, and Banking

  • Long-term experience servicing Ultra High Net Worth and High Net Worth Individuals and their families as well as institutional clients

  • Sophisticated know-how in corporate and private off-shore banking and finance, wealth planning, and structuring

  • Proven contacts with third-party providers like financial institutions, law firms, trustees, legal counsels, and tax experts

  • An excellent international network of exclusive real estate, private equity, art, and luxury goods providers

CONFIDENTIALITY

SECURITY

PROFITABILITY

FLEXIBILITY

WE ARE

Sustainability driven

Solution-oriented

Strongly entrepreneurial

Completely independent

Exclusively committed to our customers

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