+41 44 680 20 03
Einsiedlerstrasse 25 CH-8820 Wädenswil/Zürich
We are passionately seeking the best investments in any asset class seeking outstanding results with resilient portfolios. Wealthy families appreciate the control and flexibility that our family office offers them.
Whether it is the desire to preserve wealth across generations, the opportunity to participate in new asset classes, or the high degree of autonomy and freedom in managing their own assets. As an independent family office, we operate free from product specifications and conflicts of interest.
Our values have been laid down in a family charter and serve as a guiding principle for the activities of the family office. Our family office promotes the transfer of knowledge and responsibility within the family. The younger generation plays an active role in shaping our family office. The family office supports them in acquiring skills and developing their role as leaders.
Our family office provides services in the areas of succession planning, organizing cross-border lifestyle changes, and other services such as security services and real estate management.
Our family office has been active in the market for direct and indirect investments for more than 30 years. This has resulted in a highly customized asset portfolio. We design asset structures, administration, and investment management — individually, holistically, and with foresight. Our clients benefit from our team's knowledge and access to exclusive investments in private markets, real estate, and in special situations. We believe that true diversification requires an ideal mix of liquid and illiquid investments.