Advisory Services (Products)
Our services and products include the following:
- Coherent procedures for family office generational control, and advisory services for the management of family office affairs
- Analysis of alternatives to existing financial partners for mid- to small-sized companies
- Analysis of investment products and costs
- Advisory and executive support for private target transactions (sale and purchase)
- Tailored services for institutions wishing to establish business relationships in Switzerland
- Acceptance of board-role responsibilities