A trusting partnership

Belvédère 360°

Looking to the future with peace of mind

An optimal investment strategy, the clear consolidation of all assets and sensitive succession planning – thanks to our comprehensive 360° partnership, we work together to solve numerous issues relating to your finances.

Our fascination for people coupled with our enthusiasm for the markets offers you first-class services and customized solutions – for all topics.

Asset management

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Asset management

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Art

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Family charter

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Asset and pension planning

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Asset and pension planning

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Real estate

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Taxes, law and insurance

In addition to our in-house expertise, you will gain access to specialist knowledge from experts in our broad network. In the areas of tax, law and insurance, we work with you to develop strategies for complying with regulatory requirements. In collaboration with local and international experts, we analyze your needs and structure the best possible solutions for you and your family.

Corporate management

Thanks to our many years of experience in supporting successful entrepreneurs and accompanying complex transactions, we can offer you advisory services that go far beyond the traditional investment business. These include strategic advice for sustainable corporate success, advice and coordination of the Board of Directors, support with mergers and acquisitions or succession planning.

Corporate management

Thanks to our many years of experience in supporting successful entrepreneurs and accompanying complex transactions, we can offer you advisory services that go far beyond the traditional investment business. These include strategic advice for sustainable corporate success, advice and coordination of the Board of Directors, support with mergers and acquisitions or succession planning.

Consolidated reporting

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Concierge Services

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Personal conversation

We would like to learn more about your needs. Please contact us so that we can arrange a personal meeting. We look forward to your visit.

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