Family Office
1) Turnkey family office in Switzerland
A family office is for wealthy individuals. It offers a unique opportunity and a systematic approach to addressing a wide range of issues related to asset and investment management, legal protection, healthcare, administrative tasks, and the creation of a comfortable living environment.
Our “turnkey” approach means you don’t need to spend time and money creating a flexible and efficient infrastructure abroad that can solve most of your problems and meet all your needs. You can take advantage of a ready-made solution today under the most favorable terms!
The primary goal of a family office is, above all, to create your personal comfort!
“Complete confidentiality” is our core principle! We place the utmost importance on maintaining complete confidentiality regarding the activities of your family office.
2) Your personal manager
A personal manager is your confidant, personal advisor, and family strategist.
For centuries, wealthy individuals have engaged professional managers to preserve and grow their wealth, entrusting them with the most complex and sensitive matters.
Today, this opportunity is available to you too!
Trust is the foundation of a family office. Sometimes it takes years to establish, but believe me, it’s worth it.
After all, it’s the ability to entrust a problem and be confident in its successful resolution that often brings us long-awaited peace and a sense of balance.
The primary responsibilities of a personal manager are to coordinate the family office and develop an overall family strategy.
The family office includes: a financial department, a secretary/accountant, a property management department, a lawyer, a family doctor, a personal security specialist, and domestic help.
The overall family strategy includes planning the development of the family’s wealth and business, protecting the interests of family members, and transferring wealth to future generations.
A personal manager also helps you with charitable activities, planning and implementing charitable events, as well as monitoring their implementation.
3) Finance Department
The main responsibilities of the finance department include unified financial and tax planning, cash flow monitoring, selection of financial partners, and insurance.
You have access to a network of the world’s most renowned banks, private advisors, and financial companies. Finding the best tax advisors and selecting customized and effective plans are also among our top priorities.
Proper tax planning will minimize your tax payments.
The finance department will help you understand the operating principles of banks and investment funds, which are among the most profitable financial instruments today.
We will help you choose the most reliable and profitable offers, ensure the safety of your capital, and ensure the timely payment of your profits.
Life and property insurance, as well as health insurance, are also important aspects that will be taken into account in the work of a family office.
4) Accountant secretary
If you’ve lived abroad, you know all too well how time-consuming it is to handle bills, official letters, and phone calls, so beloved in the West.
A professional secretary will handle everything: correspondence, translations, filing, phone calls, correspondence with the administration, and handling routine administrative issues.
A careful and reliable accountant will ensure timely payment of bills, daily monitoring of spending, and recommend possible options for optimization and cost reduction!
Well-established office workflow and accounting will allow you to always have a clear picture of the status of your affairs.
5) Legal protection
For many years, the Swiss Bar Association has been a guarantor of protecting the interests of Russian citizens. Our partners include leading Swiss attorneys with extensive experience working with Russian clients and successfully resolving their problems.
Here is just a partial list of the issues that a competent attorney can offer you:
• Consultations and preparation of legal opinions and memoranda on various areas of law;
• Preparation of necessary documents and subsequent assistance in obtaining a residence permit in Switzerland, as well as subsequent citizenship;
• Assistance in concluding tax agreements;
• Preparation of legal documents necessary for concluding various contracts, as well as for implementing business projects, while maximizing the interests of clients;
• Preparation of incorporation documents for legal entities of any legal form and legal support for subsequent company registration;
• Consultations and assistance in establishing offshore companies and trusts;
• Protection of your interests in court and before government agencies, including from criminal prosecution.
We also have the ability to engage partners and assistants in Russia and Western countries to address any legal issues you may have.
6) Property Management Department
Your home is your castle! You can rely on us completely when purchasing real estate in Switzerland and abroad.
Through our network of partner real estate agencies and brokers, we will find you the best option in the shortest possible time under the most favorable terms.
Our in-depth knowledge of the market and financial systems will allow us to make your property purchase a truly profitable investment, capable of generating profits for you in the future!
The family office will take care of all the hassle of finding a local bank and assist you in obtaining a mortgage with the support of Swiss financial partners. We will also provide expert advice on all aspects of purchasing real estate abroad.
We will recommend and select the best architects, construction companies, interior design specialists, and landscape designers to create a cozy home for you.
If you don’t intend to use the property yourself, we can recommend a local property management company or take on the hassle of finding a tenant and maintaining your property in excellent condition!
7) Family doctor and medical care
Switzerland has one of the highest life expectancy rates in the world.
A healthy lifestyle, favorable environmental conditions, and, undoubtedly, the most developed healthcare system in Europe contribute to the longevity of its residents. Swiss medical standards significantly exceed the European average.
We offer you:
• Medical examination and insurance;
• Recommendations to the most renowned and prestigious medical clinics and institutes, as well as the best doctors and specialists;
• Selection of preventive medical services and the creation of a personal health care program: nutrition, fitness, massage, strengthening and relaxing treatments, cosmetology services, and personal training.
8) Personal comfort
Personal comfort is made up of thousands of thoughtful details. We will do everything possible to make you feel at home in any country!
Together with our partners, we will take on:
• Selection of household staff: driver, maid, nanny, security guard, cook, translator, gardener;
• Planning family events;
• Assistance in resolving difficult situations;
• Selection of educational institutions for children and childcare;
• Planning business trips, leisure activities, and escort services;
• Shopping assistance, advice on purchasing antiques, works of art, jewelry, and luxury items;
• Assistance in purchasing and maintaining cars.
9) Advantages of Switzerland
In the heart of Europe. Switzerland, with its unique geographical location, is the ideal launchpad for your international business activities.
A global business hub. Zurich and Geneva are among the world’s most renowned financial centers, home to some of the world’s largest banks, insurance companies, and financial institutions.
Unrivaled standard of living. Statistics and studies annually confirm that Zurich is the number one city in the world for quality of life! Geneva and other Swiss cities, renowned for their attractiveness, cultural diversity, cosmopolitanism, and unique natural landscapes, are also close behind. High-quality healthcare and a very low crime rate complete the picture of an ideal place to live and work.
Low taxes and a favorable business environment. Switzerland’s modern tax system creates a favorable tax climate for the success of your business. Interaction with tax authorities, at both the federal and local levels, is extremely fast and efficient.
A highly developed transportation and communication system. Public transportation in Switzerland is excellent! Zurich and Geneva International Airports offer daily flights to all major cities worldwide. A well-developed rail and highway system allows you to quickly reach any point in Europe.
Switzerland and the European Union. Switzerland is not a member of the European Union, but it enjoys close economic and political ties with its neighbor. Special agreements regulate the access of goods, services, and labor to both markets. Bilateral recognition of education, health and social security systems, the existing tax system, double taxation agreements, and a simplified customs system facilitate the development of these relations.
Choice with an eye to the future. Many major international companies and businesspeople operate in Switzerland. Companies operating in the fields of medicine and biotechnology, information and telecommunications technology, and the trading of natural resources and metals have found an innovative and favorable environment for their business here.