core services
These four pillars are the base of the expertise we offer to address the unique and complex financial, personal, and intergenerational needs of our clients. We tackle all the challenges that arise while expanding your business the minute you become a member of our family. Every client has different values, goals, and objectives. We provide customized solutions with meaning and affection.
Some clients are with us for ten years, some less - we constantly keep in touch and monitor their successes and challenges offering our unconditional support when needed. We provide them with our global network of partners that are the biggest banks, creative business minds of all the industries we work with, leading lawyers, etc. All our tools become our clients’ tools. If we don’t have the right answer, we will know where to find it.
management of companies
Directorship services in Switzerland, administration and operating management. Coordination of accounting and audit for clients’ companies. Company set-up advice and support in Switzerland and EU countries.
banking relationships
Selection of right banking partners to service clients’ needs, establishing long-term relationships with banks and support along the way. Opening of bank accounts for companies and individuals in banks in Switzerland, Liechtenstein, or several other EU countries.
relocation
We help plan strategies for personal relocation by analyzing all the possible options in advance, assist in relocating your business, and help to execute. Regardless of your goal and motivations, be it business growth or anxiety related to geopolitical events, we support establishing yourself or your company in a new country based on first-hand experience.
inheritance
Advising clients on their inheritance plans. Setting up best-thought trusts, wills, and specific funds. Retirement planning advice. Guidance on designing business succession.
