A comprehensive overview of your assets. Whether real estate, bankable assets or collectibles – we monitor everything for you.

Insights that take you further: From performance and cost analyses to macroeconomic considerations – we deliver the figures that really count.

We offer you a transparent, cross-generational presentation of the family and asset situation, including clear documentation of the structure and ownership of each asset class.

Protect your assets across generations – with individual strategies for family structures and foundations.

You can periodically monitor your holistic assets from your tablet or from your laptop from wherever you desire via our encrypted portal.

A team of experienced advisors is at your side every step of the way – dependable, flexible and personable.

Wealth structuring & tax planning

• Relocation, domicile change with lump-sum taxation.
• Tax services including advice, declarations, rulings, voluntary disclosures, and reclaiming foreign withholding tax.
• Incorporation or liquidation of companies, and management of executive and supervisory boards.
• Services for the sports and entertainment industries.

Insurance services

• Collaboration with corporate insurance companies with solvency ratios over 200%, and subsidiaries in Liechtenstein and the Cayman Islands.
• Exclusive Private Placement Life Insurance (PPLI) boutique managing approximately CHF 2.5 billion in assets.
• Efficient wealth structuring for private equity, asset protection, estate and succession planning, and preimmigration to the US.

Fiduciary services

• Bookkeeping, CFO services, and annual reporting.
• Comprehensive tax services, VAT advice, and payroll administration.
• Data digitalization, restructuring, succession planning,
  and financial negotiations.

• ONE by swisspartners: holistic aggregation and reporting tool across asset classes
• FRED by swisspartners: IT solutions for family offices
• Swiss arm of the world’s leading live entertainment and eCommerce company
• swisspartners Charity

• Holistic asset allocation and performance analysis.
• Strategic Asset Allocation & structuring advice.
• Customized portfolio solutions with an independent investment approach and in-depth fund selection expertise (including white-labeling).
• ESG, cryptocurrency and swisspartners investment fund solutions, research and advice.

For US Clients

• SEC-registered advisor based in Zurich focused on asset management for US persons.
• Addresses US investors’ needs with investment controlling and monitoring to support fiduciary duties.

• Real estate consulting and market analysis
• Rental services and property management
• Property acquisitions and sales
• Tax management for property gains and transfers