Services - Family Office | swiss global family office ag

swiss

global family office

family office

We support you with expertise and discretion throughout all generations.

Do you live in a complex family constellation?

We are your exclusive partner.

We support you in all family matters, especially the next generation. We will relieve you of time-consuming and challenging tasks.

You have the control.

You keep the important themes under control and work with us to plan the timely realisation of necessary actions to shape your future according to your wishes.

family office - SERVICES

Complete Family Office

Based on our experience, we offer professional support in all matters. Benefit from our all-round support and use your time efficiently.

- Selection and control of asset managers
- Risk management of your assets
- Financial planning
- Tax planning
- Legal support
- Support in family matters
- Lifestyle-Services

Estate planning

Arrange to have your assets divided according to your wishes and avoid legal and financial problems with our support.

- Inventory of the estate
- Valuation of the estate
- Preparation of the last will
- Estate administration
- Resolving conflicts
- Communication

Relocation

Are you changing your place of residence due to private or career changes? This process often involves a lot of administrative work. We are pleased to support you along the way.

- Relocation planning
- Housing search
- Property projects
- Advice on the Swiss tax system
- Registration authorities
- Schools and educational centers

General administration

Where you might see annoying office work, we discover our mission. We promise a smooth and efficient handling of your administrative tasks.

- Representation of authorities
- Payment transactions
- Postal services
- Insurance policies
- Health insurance

Network benefits

Our varied network gives us access to a wide range of expertise and resources, allowing us to offer you the best possible support.

- Access to business owners
- Access to auditors
- Access to financial experts
- Access to lawyers
- Business opportunities
- General networking opportunities