Our office is in Geneva; we have no presence in Zug. We support families in Zug remotely, with a digital platform; in-person meetings can be arranged when useful.
Our role is the same everywhere: bring the information together, coordinate the advisers and oversee the administration, without ever managing your assets.
A remote relationship, well kept
Online consolidated reporting, a digital vault and video calls set the rhythm. In-person meetings can be arranged when useful.
Private wealth and family companies
When the family's wealth includes an operating company or a holding, we keep both sides, private and corporate, easy to read, and coordinate your fiduciary, lawyers and banks.
Working with the Zug tax administration
We prepare the documents needed by the Steuerverwaltung des Kantons Zug and follow deadlines with your tax adviser, who remains your contact for any tax question.
What we do for your family
- Consolidated reportingA single view of your entire wealth — banks, custodians, real estate, private equity, collectible assets. Independent of any bank, with full transparency on performance and fees.
- Investment oversightMonitoring of mandates and managers, consolidated performance, fee and risk reviews, and preparation of your family investment committee. Oversight and coordination — never asset management.
- Family office coordinationA single point of contact orchestrating bankers, lawyers, notaries, tax advisors and insurers — through to household management and special requests.
- Governance & successionFamily charters, next-generation education, estate planning and succession coordination under Swiss law, with trust and foundation structures via established Swiss partners.
- Tax & administrationSwiss tax compliance and optimisation — including lump-sum taxation — payroll for your employees and household staff, domiciliation, mail and administration.
- Digital vaultAn encrypted family document vault with Swiss data residency, structured records and controlled sharing with your advisors.
- Real estate & transactionsProperty management and administration of your assets, sourcing and evaluation of opportunities, and transaction coordination with notaries, banks and due diligence.
- Property managementOwner-side administration of your residences and rental properties: leases, service charges, managing agents, works and consolidated reporting.
- Household staff and payrollRunning your residences and every employer obligation for your household staff: contracts, social insurance, payroll and certificates.
- Relocation and residenceYour family's move to Switzerland, coordinated: permits, registrations, health insurance, schools, housing and tax status.
- Domiciliation and mailA correspondence address in Geneva, receipt and scanning of your mail, and follow-up of every deadline.
A first confidential meeting
By video call, to review your wealth, your advisers and what you expect from a family office.