Advisory Services
Investment Advisory (CH)
We give guidance and recommendations to help you as professional Swiss client to make the right decisions about how to invest your money. Upon understanding your situation and your risk profile we advise you on specific investment strategies, such as long-term or short-term investing, diversification, or risk management. We provide you also insights on our investment portfolios as well as on a variety of investment options, such as stocks, bonds, mutual funds, exchange-traded funds (ETFs), and other securities.
The goal of investment advice is to help you to achieve your financial goals, such as saving for retirement, building wealth, or generating income. To that end we take into account your risk tolerance, financial situation, and investment objectives when providing advice.
It's important to note that investment advice is not a guarantee of performance, and investments carry inherent risks. It's also important to carefully consider the fees and other costs associated with investment products and services before making any investment decisions.
Our Investment Universe
Real Estate Advisory
We provide guidance and recommendations to help you to make decisions about buying, selling, or investing in real estate properties. This includes advice on a variety of real estate options, such as residential properties (e.g., houses, apartments), commercial properties (e.g., office buildings, retail space), and industrial properties (e.g., warehouses, factories). We also recommend specific real estate investment strategies, such as long-term or short-term investing, flipping (buying and quickly reselling properties), or rental properties.
The goal of our real estate advice is to you to achieve your financial goals, such as building wealth, generating income, or finding a suitable place to live. We take into account your financial situation, location preferences, and investment objectives when providing advice.
It's important to note that real estate advice is not a guarantee of performance, and real estate investments carry inherent risks. It's also important to carefully consider the fees and other costs associated with real estate transactions and services before making any real estate decisions.
Inheritance Planning
Inheritance planning, also known as estate planning, is the process of planning for the distribution of a person's assets (such as property, money, and other valuables) after their death. Inheritance planning involves creating legal documents, such as a will or trust, that outline how a person's assets should be distributed to their heirs (the individuals or organizations that will inherit their assets).
Inheritance planning can be a complex process, as it involves not only distributing a person's assets, but also considering a variety of other factors, such as tax implications, potential disputes among heirs, and the care of minor children or dependents.
The goal of our inheritance planning is to ensure that your assets are distributed in a way that reflects your wishes and that minimizes any potential complications or disputes. It is an important aspect of financial planning and can help alleviate uncertainty and stress for both you creating the plan and your heirs.
Pension Planning
Pension planning is the process of preparing for retirement by saving and investing for a steady stream of income during retirement. Pension planning is an important aspect of overall financial planning, as it helps ensure that you have sufficient income to maintain your standard of living after you stop working.
Here are some steps to consider when doing pension planning:
Determine your retirement goals: Consider how much income you will need during retirement and how long you expect to be in retirement.
Estimate your future expenses: Consider your current expenses, as well as any changes you expect in the future (e.g., healthcare costs).
Calculate your savings gap: Subtract your estimated expenses from your expected income (including any pension or Social Security benefits) to determine how much additional income you will need to save to meet your retirement goals.
Determine your retirement savings plan: Consider what options are available to you for saving for retirement. Choose a plan that aligns with your retirement goals and financial situation.
Start saving: Begin saving as early as possible to take advantage of compound interest and give your savings time to grow.
Review and adjust your plan: As your circumstances and goals change, it may be necessary to review and adjust your pension plan. Consult with us to ensure that your plan is on track to meet your retirement goals.
Wealth Planning
Wealth planning is the process of managing and preserving your wealth over time, with the goal of achieving your financial goals and objectives. Wealth planning typically involves a comprehensive review of your financial situation, including your assets, liabilities, income, expenses, and tax considerations. It also involves identifying and prioritizing the financial goals of your and your family, such as retirement planning, education planning, charitable giving, and estate planning.
Wealth planning involves a variety of strategies and tactics, such as asset allocation, diversification, risk management, tax planning, and estate planning. It may also involve working with various advisors, attorneys, and other professionals to develop and implement a customized financial plan.
The goal of wealth planning is to help you and your family to make informed financial decisions that align with your long-term goals and values. It is an important aspect of overall financial planning and can help you and your family toachieve financial security and stability over the long term.
Family (Office) Advisory
Our services for family offices include investment management, reporting, estate planning, philanthropy, and other areas of financial and personal management. We also provide concierge-type services, such as travel planning and personal assistance.
Our goal is to help family offices to manage and grow their assigned wealth, and to provide them with the support and resources they need to make informed financial decisions. We can be a useful resource for family offices who serve high net worth families or individuals and who want to ensure tha wealth is managed effectively and in a way that aligns with the family's financial goals and values.
