We serve families and individuals with significant wealth seeking a more personalized, discreet, and long-term approach to managing their legacy. Our clients value independence, continuity, and strategic clarity.
We are not product-driven or institutionally tied. As an independent family office, our sole focus is on representing your interests without bias and building bespoke strategies that serve your family—not shareholders.
We typically work with families managing $20M+ in assets, though our engagement model focuses more on complexity and strategic fit than a strict threshold. We welcome private conversations to assess alignment.
Yes. While headquartered in Zürich, our team advises families across Europe, the Middle East, and North America. We also coordinate with cross-border legal and tax experts when needed.
Discretion is foundational to everything we do. All communication, data, and processes are handled under strict privacy protocols—with full respect for anonymity, confidentiality, and security.
We manage portfolios internally and in collaboration with select external managers, depending on the client’s structure, jurisdiction, and strategy. All partners are vetted and aligned with our long-term philosophy.
We provide end-to-end advisory services, such as structuring, governance design, education, and intergenerational facilitation. We tailor our involvement based on family needs, from discreet oversight to full coordination.
Yes. We support clients in establishing foundations, donor-advised funds, and long-term giving strategies aligning with tax efficiency and personal values.
We do not replace legal or tax counsel, but we work closely with your existing advisors—or introduce trusted specialists—to ensure complete alignment across every structure and jurisdiction.
Every engagement is custom. We adapt to your family’s priorities—whether you need a full-service family office framework or targeted support in a specific area like investment, risk, or succession.