Advisory Services

Monitoring and Reporting Services

• Consolidated reporting of global bank accounts.
• Consolidation and reporting of all family assets (including non-bankable assets).
• Consolidated performance reporting.
• Risk adjusted performance reporting and risk attribution.
• Benchmark comparison.
• Fiscal annual performance.
• Risk reporting.
• Offering an online reporting system.

Wealth Planning Services

• Structuring assets and investments to aid tax planning.
• Advice on ownership, management and distribution of assets.
• Privacy and wealth protection structures.

Taxes / International Tax Planning Services

• Double-tax treaty planning for family-owned companies and real estate.
• Local and international tax advice.
• Fiscal company migration.
• Preparation of tax returns (incl. country of residence).
• OffShore Jurisdictions tax advice.

International Relocation Services

• Analysing tax and other benefits of international relocation.
• Support with change of domicile.
• Support with obtaining international residence permits.
• Assistance in locating and applying to foreign schools.
• Coordinating contacts with all authorities involved (federal, cantonal and municipal).
• Support with Lump-sum negotiations worldwide.

Insurance Services

• Evaluating a portfolio of insurances and implementing new insurance policies.
• Renegotiating and amending existing policies.
• Support with private placement life insurance as a wealth planning tool.
• Organising international health insurance.
• Support with kidnap & ransom insurance.
• Support with universal life insurance (ULI) as an estate planning tool.
• International personal liability insurance.
• Insurance related to special assets, e.g., aircraft, yachts, art and the like.

Partners: