NUMMUS asset management AG itself does not offer any family office services. Thanks to our extensive network, we can put our clients in touch with the appropriate specialists if and when requested:

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

Real Estate
Our external experts have extensive experience in buying or selling real estate or exclusive luxury properties, such as uniquely located private villas or private islands. They are able to obtain accurate valuations for such assets.

Alternative Asset Management and Fine Arts
Using our extensive network, we can assist in the purchase, sale, valuation and inventory of assets or insurance of alternative assets, such as artworks, jewellery, rare stamps or numismatic coins.

Estate and Tax Planning
We have close links with specialists who can advise our clients on suitable wealth transfer techniques or select the most tax-efficient investment structures. They can also help with the administrative process of relocation or conclude a lump sum tax agreement in Switzerland.

Philanthropy
Our external specialists can support our clients in their charitable visions and implement philanthropic strategies.

Reporting and Administration
Our external accountants offer consolidated reporting services, providing a regular overview of all asset classes, including the performance of various custodian banks. In addition, they can aid in establishing and administering companies, partnerships, trusts, foundations or holding structures.