Coordination & Organization

Managing family affairs is becoming increasingly complex and typically requires multiple advisors and financial service providers including attorneys, tax consultants, banks, insurance companies and asset managers.

We streamline the flow of information and relieve family members by becoming the central point of contact and thereby creating a “buffer” between them and third parties. Based on our clients’ individual needs, we develop effective communication processes between family office, family members and third parties in Europe and North America. In addition, we coordinate and organize all our clients’ activities in the U.S. and Canada as well as support them in general administrative matters.

We respect the privacy of our clients and will keep all their information strictly confidential. Discretion is at the heart of our business. Families gain anonymity through using our family office as an intermediary between them and third parties.

Situation without Family Office

Situation with Family Office