360grad
Preserving Your Legacy. Protecting Your Future.
“The best inheritance a parent can give their children is a good education and the wise management of wealth.”
John D. Rockefeller
We are a boutique family office established in the heart of Switzerland by entrepreneurs for entrepreneurs. We specialise in developing bespoke solutions to help founders, their families, and their companies prepare for the future.
Choosing a family office is a strategic decision because it involves more than just asset protection. It is about understanding your vision and your needs. It ist about safeguarding your values across generations. And it is about navigating changing regulatory environments. Here, we bring clarity, foresight, and a tailor-made solution with personalised expertise.
With our independent approach, we help you answer difficult questions, whether you aim to preserve your wealth, establish a succession plan, or transfer your wealth to secure your peace of mind.
As your sparring partner, we act in your best interests, give you honest feedback, and help you to mitigate risk so you can transition to a new phase of life.
We are the right partners because
We’re Not Just Managing Assets,
we’re Preserving Legacies.
Succession Planning
Ensuring the seamless transfer of your business, wealth, and family legacy requires expert planning and thoughtful coordination. During succession planning, we guide you through the complexities of inheritance laws, consider your family priorities, and discuss strategic asset transfer. We work closely with you to develop customized solutions that respect your family’s values and address your tax liabilities.
Strategic Asset Allocation
Achieving long-term financial stability and growth begins with a disciplined, well-diversified investment strategy. Our strategic asset allocation service focuses on consolidating your portfolios to balance risk and reward, aligned with your unique goals and risk appetite. Our goal is to optimize your assets across various classes and regions, ensuring sustainable wealth preservation and growth for generations to come.
Relocation
Relocating to Switzerland offers strategic advantages for internationally mobile entrepreneurs, investors, and their families seeking stability, confidentiality, and a favorable tax environment. We provide guidance on key aspects of residence permits, ordinary and lump-sum taxation in Switzerland, and create tailored solutions to facilitate a smooth transition.
We listen.
We hear.
We understand.
We see families as evolving systems with ideally shared values where trust is preserved. We deliver independent, holistic guidance that simplifies your financial landscape. We help you find the best structure and tailored solution for your situation.
Our mission is to preserve and grow your wealth —always with your family’s unique needs at the center. Through transparency, discretion, and dedicated expertise, we help you navigate complexity confidently, ensuring your legacy remains protected and prosperous for the future, for your next generation.
Understanding
the Family Compass
Our Family Compass is a strategic approach that aligns your family’s values, goals, and wealth strategies—guiding you through complex decisions.
We help navigate conflicting interests and preserve harmony within entrepreneurial families, fostering transparent communication and shared purpose. Our task is to prepare the next generation for the future through a tailored solution that enables them to take over and ensure the continuity of your family’s wealth and values.
With our Compass, families experience increased cohesion, protected wealth, and a legacy that endures for generations.