Fiduciary Services: PV Jan – swisspartners – The art of finance

The modern art of multi family office services

More than just wealth management

In emerging regions such as Asia, a boom in holistic multi family offices (MFO for short) is taking place, and Europe is now following suit at an increased pace. In Switzerland there is also a growing demand for a broad and expanding range of such services. swisspartners already offers this holistic, personal and independent multi family office service to our clients. Our modern, state-of-the-art MFO offers much more than traditional, highly specialized asset management. Its scope – adapted to the desired investment strategy – encompasses wealth and estate planning, wealth preservation, asset allocation, investment controlling and provision of consolidated reporting.

A comprehensive holistic offering

Our MFO acts as a “competence centre” for our client and makes his/her individual interests and needs its primary focus. Our MFO is independent, has a distinct, personalised approach and services the client consistently with the same main contact person. Our MFO organises and monitors banking services and implements the complex requirements presented by financial regulations.

For risk, legal and tax issues, for all fiduciary matters as well as for insurance related issues, the client receives support from experts at swisspartners in line with his/her requirements. Archiving and backup of files and electronic data is also an important aspect of the holistic range of services we offer.

Tangible assets

Tangible assets, such as art, jewellery and other valuable objects, are given due prominence by the MFO. Our highly specialized experts guide and advise clients in regard to acquisitions, possible divestments and the custody of such assets.

Real estate

Investing in real estate is gaining in importance as well. swisspartners specialists handle the purchase and/or sale of real estate, both domestically and abroad, as well as taking care of the administration of such assets. One such example would be an exclusive family property construction project with access to international schools in the hot spots of Europe (Portugal, Spain, etc.).


Philanthropists need support in the setup of a foundation or a non-profit organisation and they seek know-how in regard to the implementation of their personally tailored strategy. With our 25-yearsexperience we provide comprehensive advisory services in in relation to administration as well as in controlling. We also offer support to the foundation board.

Generation change / estate planning

In our modern society, generation change calls for a subtle balance of interests among family members. Among the many issues that need attention are, for example, the right time to involve children and the way the family makes decisions, such as what solutions would make the family feel comfortable. Through tailor-made and sustainable family governance, including private placement insurance , the experts at swisspartners deliver solutions and ensure transparent and clear succession planning from an early stage.

Our services also include estate planning, comprehensive pension arrangements, wills and – if desired – full estate administration.

Lifestyle services / concierge services  

We also offer lifestyle/concierge services that encompass a broad spectrum of ancillary activities providing a one stop offering to our clients, something once undertaken to a limited extent by an executive secretary.

Your contact person:

Caroline Schmid
Client Advisor |Partner
T +41 58 2000 457