Investment strategy, controlling and reporting
Working with asset managers and banks we ensure the periodic consolidation and proactive monitoring of your assets to reduce costs and risks.
We can provide personal secretary services including the control of bank statements and credit card statements.
Fiscal and legal topics
In close collaboration with external legal and fiscal experts we look after you in case of change of residence, incorporation of companies or the setup and administration of your personal foundation.
Important topics of the long-term planning of corporate succession or generation- and inheritance-planning are in good hands with us.
Insurances and IT-security
Together with local and international experts, we develop and administer tailored insurance packages for global risk protection.
We possess access to renowned experts in IT security via our network for risk analysis, comprehensive security solutions and task force reaction in cases of emergency.
Properties and employees
We are taking care of your commercial real estate portfolio and residential properties. We take over the entire administration including payment transfers, the hiring of qualified craftsmen or the hiring and administration of your employees.
We are working together with experts in interior design that are available for you worldwide.
You are collecting art, jewelry or watches, wines, or classic cars? We inventory your treasures, take care of the right insurances, transport, or repairs. Of course, we are also assisting you with purchases and sales and broker experts.
Our specialists are taking care of purchasing, maintenance and sale of your yacht or your private jet. By request we can also take care of the entire administration.