Private clients / family office

Private clients / family office

We take care of you.

Expert.

Andreas Weisshaupt

Iic. iur., MBA Finance,
Certified Financial Planner©
+41 41 228 11 11

Private clients / family office.

You – your needs, your personal situation, your ideas about your future – are the focus of our activities. In face-to-face discussions, we work with you step by step in devising tailor-made solutions for all questions concerning taxes, law, pension schemes and assets. We also provide you with support in dealing with your day-to-day personal tasks so that you can focus on your professional activities.

Our team consists of tax and asset management experts, legal experts, trust and real estate specialists. You benefit here not only from proven expertise and years of experience but also from our global network, particularly with regard to cross-border issues, such as changes of domicile. We work for you personally, with dedication and trust.

Services.

  • Tax and social security insurance advice as well as tax optimisation;
  • Financial, pension and estate planning;
  • Marriage and inheritance contracts as well as wills;
  • Execution of wills and estate distributions;
  • Foundation formation, foundation board activities including administration;
  • Legal advice;
  • International relocations, relocations of natural persons;
  • Independent support in discussions with banks;
  • Monitoring of asset allocation, asset strategy, reporting and cost analysis;
  • Trust services (accounting, payment services, securities accounting/consolidated reporting);
  • Family office (e.g. secretarial tasks, organising travel)
  • Real estate management from rental or purchase of a property to its sale;
  • Contacts with doctors, care staff for care at home and care homes;
  • Collective insurance solutions;
  • IT solutions for the home.