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THE RIGHT STEPS AT THE RIGHT TIME

We support you in maintaining, increasing and transferring family wealth to the next generation.

Family Office

We advise families in a comprehensive, efficient way and help them take the right steps at the right time. To do this, it is essential that we have a profound understanding of our clients and their families, including their tax, legal and financial situations. We can help develop a sustainable strategy to preserve, increase and transfer family assets to the coming generations.

Legal Office

Estate planning and execution of wills

Family governance for entrepreneurial families

Private Office

Cash flow planning and expense optimization

Advice on purchasing and selling real estate in Switzerland and abroad

Corporate Office

Setting up and monitoring individual structures (trusts, companies, private label funds)

Protector functions

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«Coming together is a beginning. Keeping together is progress. Working together is success.»

Henry Ford

«We advise families in a comprehensive, efficient way and help them take the right steps at the right time. To do this, it is essential that we have a profound understanding of our clients and their families, including their tax, legal and financial situations. This is the only way we can help develop a sustainable strategy to preserve, increase and transfer family assets to the coming generations. We advise and help our clients create the optimal legal structure for their assets.»

Markus Heeb

Managing Partner and Head of Family Office

Markus heeb

Markus Heeb

Managing Partner and Head of Family Office