About us
Our aim is to support entrepreneurs and families on the long term, being a unique entrance point to all areas of expertise and to help preserve their wealth for current and future generation across the globe. We serve as a single point of contact for all areas of a client's financial affairs, coordinating with external advisors while delivering customized advice and personalized service.
Our services are designed for the peace of mind of our clients and aim to bring complex issues to clear and understandable solutions.
Our global purpose is to provide for bespoke strategic and operational assistance for our clients and make their life easier whilst allowing them to keep overall control of their assets.
Our purpose is to be an indispensable partner to our client families to make their lives better.
We assist Swiss and international clients throughout our global network and we have an extensive cross border experience and a global network of advisors in any jurisdiction.
Even though we do not provide for asset management and financial advice, we work closely with a wide network of asset management companies and banks from which we are fully independent.
We are AML regulated.