OUR SUSTAINABILITY SERVICES
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:
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Sustainability in Business, Finance, and Banking
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Long-term experience servicing Ultra High Net Worth and High Net Worth Individuals and their families as well as institutional clients
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Sophisticated know-how in corporate and private off-shore banking and finance, wealth planning, and structuring
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Proven contacts with third-party providers like financial institutions, law firms, trustees, legal counsels, and tax experts
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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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