Comprehensive Advice

We advise affluent individuals and families - our service is personalised, comprehensive and independent.

Careful Analysis

We provide careful analysis of the financial situation as well as the individual’s needs and goals within the context of the family environment.

Tax Effective Structuring

We provide tax effective structuring of the asset portfolio in and outside of Switzerland in accordance with the client’s onshore and offshore company / trust structure.

Independent Investment Consulting

We are independent asset allocation advisers and seek to optimize the tax effective position (tax effective investment consulting).

Remaining Values

We provide advice regarding the acquisition of pieces of art and real estate within and outside of Switzerland.

Tax Effective Bookkeeping

Coordination and consolidation of all private and business accounting records including tax effective end of financial year accounting.