Family office
Stewardship for substantial family assets
Our number one concern is to act in the interest of your family as a whole and its individual members — across generations, jurisdictions and asset classes.
Our advantage
Years of experience in the service of wealthy families
The services we provide are devised to meet the particular needs that come with owning substantial family assets. Our number one concern is to act in the interest of your family as a whole and its individual members.
Our expertise is based on years of experience at the service of wealthy families. Through our guidance we help them reach their goals, providing all the support they need in terms of wealth management.
We carefully take their goals into consideration when we manage and coordinate their assets. We have specialists in the fields of asset structuring, investments, real estate, securities and insurance — so we can guarantee comprehensive advice.
Services
What a Money Concepts family office does
Consolidated administration
We take over the administration of family assets and provide regular, consolidated reports on the development of total wealth.
Trusted advisers
Our trusted advisers take responsibility for the management of your assets and financial affairs.
A determining point
We act as the determining point for your family’s wealth management programme in the fullest sense.
Multi-disciplined team
A highly qualified team of advisers looks at the big picture and devises a strategy for managing your family’s wealth.
Discuss your family’s wealth strategy
A confidential conversation with our family office team is the first step.