ACTIVE FOR YOU
ACROSS VARIOUS SECTORS

Our Family Office 360grad will support you as a strategic partner in all asset-related issues - precisely everywhere you need our expertise. Thus we address your individual needs and offer a tailored comprehensive package that suits you.

These services are part of our portfolio:

STRATEGY

  • Strategic asset planning combined with a long-term cash-flow planning;
  • Real estate management, particularly analysis and strategic investment planning;
  • Budget planning as well as risk and scenario analyses;
  • Developing an international and diverse asset allocation;
  • Common workshops about asset strategies for the entire family;
  • Developing a family strategy including a reasonable succession planning and emergency plan;
  • Support for the establishment and subsequent administration of foundations;
  • Consulting and support in the field of international diversification, particularly in Switzerland, Austria and Majorca.
 

CONTROLLING

  • Asset consolidation, analysis and recognition of risk potentials;
  • Asset controlling and reporting with a transparent outline of the total asset growth;
  • Financial accounting;
  • Handling and supervising all investments (real estate, shares etc.).

PROVIDING SUPPORT FOR TRANSACTIONS

  • Within the scope of the company succession;
  • Purchase and sale of the company within the framework of a participation strategy;
  • Purchase and sale of the company within the framework of a real estate portfolio strategy.