Procedures
Wealth Management
Successful capital management requires a match between the firm and the client in three parameters: People, Philosophy and Procedures.
Philosophy – we believe in managing capital with an emphasis on value preservation, long-term growth and peace of mind for our clients.
People - Effective capital management hinges on a deep connection between firm and client, built on a foundation of Confidence, Competence and Chemistry. It's this unique combination that navigates us through the financial landscape, ensuring a seamless and successful partnership.
Our Philosophy is to source cost-effective investment options and ETFs with low TER, complemented by the strategic use of alternative investments to generate alpha and enhance portfolio performance.
Our Procedures leverages our Swiss regulatory (FINMA) licensing and dedicated consolidation dashboard delivering a transparent, complete perspective on clients’ financial health. The LLL methodology further ensures the creation of sustainable financial plans tailored to realize clients' long-term objectives.
Complimentary Services
Gong beyond capital management by providing truly holistic wealth management.
Estate Planning
Wills, Trusts & Estates
Most lawyers can write a will however, the intricacies go beyond its mere drafting, delving into the essential understanding and structuring that dictates the true intention of your legacy. We examine the vital guidance provided to clients, ensuring they make informed decisions on distributing their assets among family and loved ones—a complex task that goes far beyond the pen and paper of legal formality.
Taxes
Preparation and Optimization
We prepare client tax reporting through the collection of tax packages and K1 reports across all instruments and assets.
We strategize alongside top tax advisors to maximize efficiency in investment solutions to optimize client returns.
