Specialized Investment Advice
We have direct access to specialized investment experts as well as to sophisticated and innovative investment solutions, such as private equity or hedge fund investments.

Real Estate
Our external experts have substantial experience in buying and selling real estate or exclusive properties, such as uniquely located private villas or private islands all over the world, and in obtaining valuations for any such assets.

Alternative Asset Management and Fine Arts
Through our network we can assist you in the purchase, sale, valuation, inventory or insurance of alternative assets, such as artworks, rare stamps, ancient coins or jewelry.

Estate and Tax Planning
We assist you in implementing the appropriate wealth transfer techniques, or in selecting the most tax-efficient investment structures. We also accompany you through the administrative process of relocation or of obtaining a favorable lump sum tax agreement in Switzerland.

Philanthropy
We help you to implement your charitable visions and strategies through our specialized philanthropic planning and consulting services.

Reporting and Administration
Our consolidated reporting services provide a periodic overview across all asset classes, including performances, even across various different custodians. In addition, we offer general administration and accounting services. We establish and administer companies, partnerships, trusts, foundations or holding structures.