Strategic Asset Allocation and Consolidation

We support a small circle of entrepreneurial families, family office, investment advisory boards and foundations in the areas of strategic asset allocation and overall asset consolidation.

We monitor and validate the performance of custodian banks and other service providers and aggregate securities overviews. This service is based on our background in the family investment office sector and our many years of experience in asset management as well as consulting for large estates.

Our clients define the areas of analysis of the portfolio components, and we reconcile them with their investment objectives and restrictions on a regular basis. We provide investment controlling, accounting and reporting services for complexe asset structures. 

When providing strategic advice to investment and family council committees, we complement the external advisory team of tax experts, foundation councils, auditors or lawyers.