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Family Office Services

Family offices services

Our family office service comprehensively manages your family heritage – from every angle.

Claude Suter

Contact Claude Suter, Head of UHNWI & Independent Asset Managers

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Analysis

Our family office specialists at Private Client Partners analyse your needs and appraise the value of your assets while also establishing family-related and risk profiles.

Customised strategy

Our family office service establishes an individual strategy based on your expectations, with investment restrictions and personal risks taken into consideration. As well as securing a regular income, this strategy is designed to preserve capital in the long term. The investment process, which aims for moderate capital gains and low fluctuations in value, follows a ‘common sense’ approach. 

Implementation and monitoring 

The strategy is subject to continuous reporting, monitoring and adjustments. Private Client Partners is responsible for the administration of your client record together with asset consolidation, payment transactions and documentation. Consolidation services are also available to institutional clients. Information on assets is delivered quickly, through the most appropriate channels.

Over 20 years in the business

With over 20 years of experience, we count ourselves as experts in the fine art of asset consolidation. At the same time as offering a clear overview of assets, we can also manage both financial and non-financial assets, draft management reports and provide custody services. Automated interfaces with various Swiss and foreign banks allow for a seamless service. 

 

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