we make sure to improve your quality of life
Personal central contact point for all your personal requests
Office services, travel organisation, coordination of domestic servants, real estate search resp.
management and support for the interior fitments and much more
- Coordination of the suppliers
Real Estate & Insurance Brokers, Banks,
Lawyers, Tax Advisors, Architects, etc.
- Independent Wealth Management / Investment Advisory
. Definition ot the customer profile / evaluation of the risk tolerance and capabilities
. Analysis of the actual risks with the existing bank relationships
. Definition of the investment strategy and tactical allocation
. Elaboration of investment concepts
. Implementation in the frame of the management mandate given
. Ongoing controlling and management
. Periodical reporting / on request consolidated reporting of different
. Adjustment of the investment strategy due to changes of the personal and/or business
situation of the client and the related implementation
- Tailor made supervision of a relocation to Switzerland
(especially to the central part of Switzerland)
Relocation planification and organisation as well as individual support after the relocation
according to the personal needs, wishes and requirements.