Our Service

Consolidated Accounting and Reporting

Customized comprehensive reporting, all your assets on one simple statement, viewable online
Provides a single fully localized point of contact for all your global investments
Local representative and phone messaging system
Automated bill paying service

Asset Protection Planning

Fully compliant registration of offshore corporation, trust, foundation, or other legal entity
Trust administration, back office support, company management & governance, mailing address
Appointment of trustees, nominees, signatories, or directors
Creation of real estate holding companies and property management service
Aircraft registration and management
Expatriate relocation tax protection planning
International health insurance
International tax and estate planning
Retirement planning
Offshore private bank account
Swiss or Luxembourg life insurance solutions

Global Investment Opportunities

Discretionary portfolio management and asset allocation
Alternative asset class investing
Fine wine investment and storage in Octavian Vaults with certificate
Physical gold delivery and storage in Switzerland with certificate
Access to specialty hedge funds, private equity, and private placement alternatives
Swiss annuities (fixed or variable, multi currency)
Invitation to attend global investment conferences
Invitation to attend annual investment provider tour

Family Planning

Legacy and succession planning to ensure responsible wealth preservation
Family business management consulting
Charitable giving and effective philanthropy design
Tailored family financial planning education in your home
Wine tasting courses
Business and professional etiquette lessons for family members
Invitations to network with other family office clients (golf tournaments, investor visits, charity events)

Lifestyle Management

Global concierge service (in Chinese/English) for reservations, concerts, events, etc.
First class travel arrangements (airport transportation, private aircraft rental, yacht vacations)