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Built on structure and trust

Private & Family Office

Trusted Solutions for Exceptional Circumstances


PRIVATE OFFICE

The Private Office is an exclusive client service framework designed for individuals and businesses facing complex financial, legal, or lifestyle situations requiring a high degree of discretion, structured solutions, and internationally aligned support. It goes far beyond traditional advisory services: combining strategic thinking, regulatory compliance, and asset protection within a single, tailored solution platform.

This specialized service package focuses on situations that exceed the scope of ordinary banking, insurance, or legal services:

  • International financial due diligence, source-of-funds documentation, and pre-compliance audits

  • Reconfiguration of private and corporate asset structures with a focus on transparency and risk mitigation

  • Reputational, sanctions-related, and political exposure screening (e.g. PEP, AML, etc.)

  • Development of complex insurance portfolios based on asset protection strategies

  • Secure mediation, storage, and insurance of precious metals, artworks, luxury items, and gemstones

  • Real estate portfolio planning, valuation, condition assessment, and strategic positioning

  • Financial and compliance screening of digital assets, cryptocurrencies, and NFTs

  • Relocation preparation: pre-move financial and insurance stress testing

  • Dedicated client file: comprehensive documentation and decision-making matrix across all relevant domains

  • Mandate-based representation in financial, legal, or administrative matters

  • Project coordination in multi-party client matters (e.g. legal, tax, brokerage professionals)


FAMILY OFFICE

As a logical extension of the Private Office, our Family Office services are tailored to clients who manage their wealth and affairs not only individually, but on a strategic family level. This package is ideal for generational wealth planning and long-term family governance support.

Family Office services include:

  • Family wealth planning, inheritance structuring, and succession management

  • Coordinated management of various asset classes (real estate, securities, insurance, artworks, etc.)

  • Tailored risk management concepts and the development of insurance and coverage strategies

  • Alignment of financial objectives with life situations at a family decision-making level

  • Discreet administration and coordination based on individual or joint mandates


The Private Office and the affiliated Family Office do not offer generic templates, but rather bespoke solutions – aligned with your unique circumstances and objectives – delivered by a discreet, multidisciplinary expert circle upon which you can confidently and consistently rely under all circumstances.