We are working with multi-generation families and help them to organize themselves. With our oldest clients we have relationships for over 30 years.
Historically we have been consulting mostly South East Asian and a few Kenyan families, we are open for new challenges.
We regularly travel and meet our families in their home countries at least once a year.
Needs and options
As administrators we keep structures and family wealth planning instruments in good standing. These can be Trusts or Foundations and their underlying companies.
We help families to protect their wealth from negative influences and assist in establishing measures so parental guidance can be coherently exercised.
We understand and consult Sharia compliant solutions.
Base offering
We offer accounting services from Excel to full ledgers.
CRS-AIA and FATCA are no horror to us.
We follow the industry changes closely and do the necessary trainings.
KYC and communication with Banks and Service Providers are our daily bread and butter and we know how they want to be served.
Offered solutions
trustee activities as FINMA licenced trustee
We are taking over existing structures and optimize them for our clients or setup new ones as needed.
Applying international standards, we advise using New Zealand, Liechtenstein and even Panama as a jurisdiction for Trusts/Foundations.
Our emphasis lies on delivering tailormade, practical solutions. We promise to find pragmatic, experience-based solutions.
Fees
In principle, we do not charge ad-valorem fees, no percentages! We charge fix fees and time spent (hours worked).
