we make sure to improve your quality of life
Personal central contact point for all your personal requests
- Administration:
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
bank relationships
. 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.