Investment Strategy & Execution

‍In today’s increasingly complex and volatile financial world, careful planning and investing require expertise and patience. We nurture long-term relationships with our clients, listening to their expectations and ambitions, and helping them navigate the growing universe of investment and structuring options to set them on the course to achieve their goals.

FUNDS & TRUSTS

We offer to establish investment vehicles such as funds or trusts to serve selective private and institutional investors. These structures enable investors to access proven investment strategies in a legally and tax optimized separated form that would normally be out of reach to individual investors.

PRIVATE CAPITAL MARKETS

Beyond traditional public markets investments, such as shares, interest-bearing and money market securities we grant our clients access to Private Capital Markets which are capital investments that go beyond the usual public markets investments, such as shares, interest-bearing and money market securities. A key feature of such investments is that they are focused on realizing profits independently of public markets and stock exchanges. 

Residency & Relocation Planning

We counsel on the benefits of various locations and accompany our clients on their journey to a new domicile. We are cooperating with partners being specialized in relocations to Switzerland, different European countries such as Portugal, Spain, Malta, Cyprus, and the United Kingdom. We analyze private and professional circumstances and present the advantages and disadvantages of the various courses of action. We help to execute the desired change of residence.

Tax Structuring & Succession Planning

With our highly-specialized tax partners, we analyze tax structures and provide tailored solutions to preserve and grow wealth. We structure assets for legacy and global mobility. Global inheritance and succession planning as an important pillar is part of our offering.

SUPERVISORY & FIDUCIARY OVERSIGHT

We offer supervisory and fiduciary oversight capacity, ensuring cost-effective, strategic alignment of financial, legal, and insurance providers.