Support to find a family office
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Support to find a family office



We support you in finding a family office in Switzerland, which suits your needs best.

We support you in finding a family office in Switzerland, which suits your needs best.



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Support to find a family office Support to find a family office Document Transcript

  • How do we support youFamily Office Services Switzerland supports you in finding and selecting the family office in Switzerlandwhich suits your needs best. Or we assist you in changing your current family office in case you areunhappy with their level of services.Choosing a family office or setting up your own is not something you decide or do overnight. During the years (oroften decades) your wealth is being created, you will have a growing need for support in managing your wealth.As a result of this development most families will start working with one private bank (in Switzerland or elsewhere)and only over time start to work with a larger number of private banks (and other (financial) professionals).Working with a growing number of external parties increases your own (administrative) work considerably. It cantake many years before you realise that you and your family would be better organised using the services of afamily office instead of a number of different private banks. And once you realise your needs are no longer metworking with private banks directly, still years can pass by before the step to select a family office is actuallytaken.The decision to use or set up a family office in Switzerland is something you (normally) only take once in your lifeand therefore the selection of a family office is an important decision. This decision should be very carefully madeas your familys wealth and fortune will depend on it. But as you make this decision only once, the question is howto select the right family office? There is not a one size fits all solution for family office services. Every familyoffice functions differently, offers different services to you, has experience and is professional (or not) and istherefore able or unable to deliver the services your family is looking for. Family Offices Services Switzerlandcoaches you through the process of finding and selecting a suitable family office.Our Services in SwitzerlandFamily Office Services Switzerland is fully independent from any family office or asset manager and we are not afamily office ourselves. Therefore we have a clear, independent and objective view on the service level providedby a family office in Switzerland. As the result of a unique selecting and mapping process we have over the lastyears built up a database of over 200 different family offices in Switzerland. Every family office in our database iscategorised with respect to i.e. size, language capabilities, focus markets, investment services offered, if they areworking with in- or external specialists, cost structure, consolidated reporting capabilities, wealth planningservices, years of experience, etc. Due to our sophisticated evaluation process of your familys needs combinedwith our sizable database we are able to support you in finding the right family office in Switzerland.Our 4 step approach: • After contacting us we set up a personal meeting with you (and your advisor) in Switzerland in which we analyse and map, on basis of our personalised evaluation process, the specific needs of your family and the requirements for the family office; • Based on those requirements we select a shortlist (i.e. 3 or 4 offices) of high quality and most suitable family offices, which offer exactly the services you are looking for; • Meetings with the selected offices are organised by us and jointly with you and/or the family (representatives) we visit every selected family office. During these visits we focus on selecting the family office with the services (and accompanying cost structure) which fit you and your familys needs best; • Afterwards we jointly analyse the meetings and you select the right/best family office for you and your family.
  • Family Office Services Switzerland is currently the only company in the world offering this kind of tailor madeassistance to families in finding the right family office. Due to our experience we are also able to act as sparringpartner with respect to setting up your own single family office in Switzerland. And we are also able to support youin finding another family office in case you are unhappy with the services provided by the family office inSwitzerland or elsewhere in the world you are currently working with. Next to our support in finding the right familyoffice, we also regularly support families with finding a new or another Trustee for their Trust.Our teamThe team of Family Offices Services Switzerland consists of several (tax) lawyers with an internationalbackground which have over the last 10-15 years built up a broad experience in advising and assisting (U)HNWfamilies with their wealth planning, life insurance, international relocation and wealth management needs. Most ofour staff is STEP member.Feel free to contact us; we look forward to assist you in finding the right family office, which matches exactly yourneeds.Read more about it: