"Timeless values"

Strategies, Organization and Solutions

Strategies tailored to your needs

In order to build solid foundations, the organisation of your personal affairs must be adapted to your specific circumstances. Therefore, the first step in our relationship
will be to help you define the needs and objectives of your family.

We study your requests to offer customised solutions, which will naturally evolve over time as your personal circumstances change. We aim to offer you a full range of services, including legal and tax, in order to achieve your wealth planning objectives.

A company driven by your aspirations

The experience and stability of our team enables us to continually guide you over
time and throughout the generations. Dedicated experts will assist you with the
implementation of your personalised strategy. We are supported by lawyers, tax
advisors, accountants, investment experts and financial analysts.

We are driven by our constant-evolving environment to offer you proactive solutions
to adapt your personal strategies and to ensure that these comply with new
regulations susceptible of impacting your projects.

Tailor-made solutions

Our main objective is to ensure that we develop sustainable solutions suited to your
family needs. All our skills are pulled together to offer you customised services whilst preserving the utmost discretion and confidentiality.

Anchor strategies

Our Services

Family Office

Swiss & Foreign domiciliation (including residence permits & lump-sum taxation agreement)
Real estate & Non-financial asset management (aircraft, yacht & art collection)
Personal bookkeeping
Family Office, consolidated reporting & performance monitoring
Swiss tax declaration
Relocation, Concierge & Secretarial services