Exclusively for our members
Sophisticated individuals in Switzerland and Liechtenstein recognize us as their discreet, loyal and reliable partner for all private and business matters.
Locally rooted and globally connected, we find sustainable solutions for complex needs.
We specialize in offering particularly broad and personalized care to a limited number of sophisticated clients.
Our Family Office Services in Switzerland are therefore only available to our members.
Our Approach
In line with our aspiration to be the single point of contact for all of our clients’ private and business interests, we also unite all experts under one roof in the Family Office Service area.
The diverse perspectives and the bundled know-how create an incomparable added value for our clients.
The cooperation of all specialists involved is based on sound knowledge, mutual trust as well as short and uncomplicated communication channels.
Our Services
Advisory & Strategy
Whether private or business. You make important decisions every day.
In complex topics we support you in your decision making process with an objective assessment and develop a common strategy.
- Research & creation of a solid factual situation on the respective topic
- Objective assessment of opportunities and risks
- Development of a common strategy
Project Management
Your medium and long-term projects require a good overview at all times. We can help you with that.
Together with you we create a well-founded concept and define the objective.
During the project we take care of each and every detail and act as the main contact for all parties involved.
SLS Project Management Tool
In response to our clients’ need to be able to get an overview of the current status of their projects and requests at any time, we have designed our own project management tool.
This is integrated directly into the login area of our members and allows access to all data and updates from anywhere in the world, at any time via smartphone and laptop.
In addition to the current status of the projects we manage, you can view confirmations, invoices and other documents online and download them if necessary.
- Creation of a well-founded concept
- Contact person for all involved parties
- Manage projects with our own management tool
Correspondence
We take on the conscientious and professional management of your personal correspondence.
In everyday life as well as in exceptional situations, we convince with professional communication by letter, email and phone in English and German language.
We leave no detail to chance for your correspondence. From the selection of first-class stationery to the design of a high-quality, personal design to timely delivery e.g. in communication with authorities.
- Handling of your personal correspondence
- Correspondence in crisis situations
- Creation of personal stationery
Communication in crisis situations
For people who are already exposed due to their position and / or wealth, proactive and professional communication in critical situations is essential.
If this is neglected, a considerable loss of reputation can often be expected in addition to the actual damage.
In order to prevent this, we immediately provide our clients with resources and know-how in such situations and take on the factual communication.
Gatekeeping
In particular, people in leading positions and / or with above-average assets are often exposed to a flood of external influences.
Let us filter them for you and make the best out of it.
We verify contacts that want to get in touch with you and critically question them. We are happy to take on initial conversations on behalf of our clients.
You will then receive a summary assessment and can decide whether you would like to deepen the contact.
In addition, we can set up a communication structure for our members that allows them to receive only selected calls and messages themselves while the rest is processed by us.
- Selection of new contacts
- Single point of contact for external contacts
- Personalized communication structure
Wealth Management
According to the «Bilanz» rating, wealth stagnated in 74% of the 300 wealthiest people in Switzerland in 2019, while only 16% were able to generate wealth growth and 10% suffered losses. This shows unequivocally that wealthy people are also in a challenging investment environment.
The constant and critical questioning of personal investments is becoming more and more essential in order to preserve values across generations.
In cooperation with leading multi-family offices in Zurich and Geneva, extremely experienced and independent experts are at your disposal to develop and pursue a fruitful strategy.
Your Benefits
- Holistic approach of our services
- Advice and support from experienced and independent experts
- One contact for all topics
- Lean and dynamic structures, short communication channels