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:
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.
Asset consolidation, analysis and recognition of risk potentials;
Asset controlling and reporting with a transparent outline of the total asset growth;
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.