Wealth Management and Family Office Services

Significant wealth is more than the sum of its parts - it is a living ecosystem that requires foresight and a guiding hand. We manage your assets with the utmost precision, aiming to reduce complexity and support the long-term preservation of your wealth across generations.

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  • Holistic wealth architecture: We develop tailor-made concepts that dynamically adapt to your life stages.
  • Structured transparency: Comprehensive and consolidated management of your entire assets, giving you a complete overview and control at all times.
  • Interdisciplinary networking: Optimal coordination of financial investments, retirement planning, tax planning, and succession planning - through coordination with specialists from our first-class network.
  • Exclusivity through continuity: Personal support at partner level. You benefit from the direct expertise of experienced senior specialists without changing contact persons.
  • Strategic value preservation: Our focus is on striking a balance between long-term stability and sustainable growth to secure your financial independence.
  • Contemporary family office: A modern interpretation of classic values - ideal for clients seeking a comprehensive, digital, and personalised wealth management solution.
"A sustainable approach to wealth management takes all dimensions into account - today, tomorrow, and for the next generation. It is precisely this balance that is at the heart of our work."

Reto Hartmann

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A personal consultation often serves as the most effective means to achieve clarity. We actively listen, comprehend your specific situation, and present transparent solutions.

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