Our multi-lingual team consists of internationally trained and specialised advisers and managers. Together, we offer profound experience in the private client industry.
Our educational paths cover Masters in Law, Business Administration, International Finance, Science and Public Affairs. Further diplomas and certificates in estate planning, trust and foundation management, compliance, family governance and next gen education complete the skill-set we need to serve our global clients.
Our expertise stems from years of private client work within banks, asset managers, trust companies, law firms, audit companies, consultancies, social enterprises and NGOs, both in Switzerland and overseas.
Our MANAGEMENT TEAM is supported by a loyal team of client administrators and support staff who deal with backoffice and client related matters.