Services

Wealth Management / Investment Services

• Administering and advising on banking relationships.
• Opening private bank accounts on behalf of the family.
• Mortgage application advice.
• Discretionary and non-discretionary mandates.
• Financial advice.

Taxes / International Tax Planning Services

• Company constitution management
• Local tax advice.
• Fiscal company migration.
• Preparation of tax returns (incl. country of residence).
• Tax advice.

International Relocation Services.

• Obtain NIE for financial and real estate transactions
• Analysing tax and other benefits of international relocation.
• Support with change of domicile.
• Support with obtaining international residence permits.
• Golden Visa application.
• Assistance in locating and applying to foreign schools.
• Coordinating contacts with all authorities involved (federal, cantonal and municipal).

Real Estate Services

• Real estate advisory.
• Bespoke property search.
• Access to off-market luxuy properties.
• Real Estate opportunities.
• Creating a property portfolio.
• Administrative property acquisition support.
• Support with sale of real estate.
• Organising security protection and cleaning service of private residences.

Insurance Services

• Medical insurance information.
• Renegotiating and amending existing policies.
• International personal liability insurance.
• Insurance related to special assets, e.g., aircraft, yachts,arts.

Family / General Support

• Travel arrangements.
• Private secretary services.
• Concierge services.
• Hiring domestic staff (nannies, chefs, chauffeurs, private tutors and other household staff).
• Managing household employees.
• Organising private events (celebrations, birthday parties, etc.)
• Translation services in several languages (German, Arabic, French).