Additional Services

Thanks to our extensive network, we can put our clients in touch with the appropriate specialists if and when requested:

Specialised Investment Advice
We have direct access to specialised investment experts and sophisticated, innovative investment solutions (for example, private equity or hedge fund investments).

Real Estate
Our external experts have extensive experience in buying and selling real estate, including exclusive luxury properties such as private villas in unique locations or private islands, and in preparing precise valuations for such properties.

Alternative Asset Management and Fine Arts
With the help of our extensive network, we support you in the purchase, sale, valuation, and inventorying of assets, as well as insuring alternative assets, such as artworks, jewellery, rare stamps, or numismatic coins.

Estate and Tax Planning
We work closely with specialists who advise our clients on suitable wealth transfer techniques and select the most tax-efficient investment structures. They also assist you with administrative matters related to relocation or entering into a lump-sum tax agreement in Switzerland.

Philanthropy
Our external specialists help our clients realise their charitable visions and implement effective philanthropic strategies.

Reporting and Administration
Our external accountants offer consolidated reporting services, providing a regular overview of all asset classes, including the performance of various custodian banks. They also support you in the formation and management of companies, partnerships, trusts, foundations, or holding structures.