ABOUT THE Wealth Office

 

The Wealth Office, your family office in Zurich

 

Domestic markets have developed into continental or even world markets. Businesses operate in all parts of the world, small and mid-sized companies are striving to become global players. Wealthy individuals seek international coverage. Yet most companies and individuals desire a highly personalized service and culture. This is the environment for The Wealth Office's specialized service approach. The Wealth Office has unique competence in investment management and family office services.

 

Mission and values

HOW IT WORKS

 

Businessmodel

 

You choose the custodian bank where you would like to hold your account and assets. We maintain excellent working relations with several banks based in Switzerland and elsewhere, for instance in Singapore, and would be happy to express a recommendation if desired. At the same time, you appoint The Wealth Office AG to manage your assets held at the custodian bank based on a Limited Power of Attorney over the account. The Limited Power of Attorney enables The Wealth Office AG to effectively manage your assets, but does not allow for transfers of assets out of the account without your prior approval.

 

Regulations

 

The Wealth Office AG, Switzerland, is regulated by competent Swiss authorities (PolyReg, a Self-Regulatory Organization (SRO) certified by the Swiss Financial Market Supervisory Authority, FINMA).

 

www.polyreg.ch

www.finma.ch

 

wealth management

 

Independence and highest confidentiality

 

The Wealth Office’s esteemed clients benefit from independent and individualized services. The unique and tailor-made investment ideas are key growth drivers in today’s market environment.

We have experience in helping wealthy individuals master the entire range of financial challenges. We assist you in addressing specific issues or in creating a comprehensive plan. We are committed to understanding your personal situation, to searching for the best solutions and to providing you and your family

with the highest level of personal attention and confidentiality.

 

 

SERVICEs

 

Strategic Asset Allocation

 

Preserving your wealth is our main objective. The creation of your personal strategic asset allocation is a thorough 5-step process. Together with you we define an investment philosophy based upon your personal needs and wishes today and for the future. We carefully blend active asset management and advisory services in order to create the portfolio that best matches your needs. The daily monitoring of your assets and the challenging of decisions taken are as important to us as a regular and thorough customized reporting.

 

Estate Planning & Wealth Structuring

 

Our goal is to simplify your financial plan and to protect your wealth for future generations. We provide you with an experienced team of experts in order to find the best solution and achieve your goals. Where suitable we offer vehicles such as trusts and foundations in order to preserve your legacy.

 

Wealth Consolidation & Financial Reporting

 

We offer you a comprehensive global view of the status and the development of your wealth, covering both bankable and non-bankable assets. If you desire, we will also include your payables, offering you utmost clarity about your future liabilities. Wherever your assets are held, we consolidate and analyze your holdings and the overall flow of your funds in one customized report. Truly a one-stop solution.

 

 



Entrepreneur Services

 

The Wealth Office is specialized in setting up new or structuring existing business activities. Our experts offer you support in all areas of corporate finance as well as with the establishment and administration of companies, private label funds and various other structures in various jurisdictions.

 

Real Estate

 

You may want to invest directly in land or a specific building or indirectly through dedicated vehicles such as Real Estate Investment Trusts (REITs), listed or non-listed funds. We work closely with specialized partners in order to find the investment that exactly matches your needs.

 

Aircraft

 

With broad knowledge and valuable contacts, The Wealth Office can liaise and arrange a wide range of services related to the lease and/or finance of private aircrafts.

 

 

 

TEAM

 

Partners

 

Our small group of dedicated partners and our team ensure that you and your very needs are at the center of our endeavors and that we deliver our services in accordance with The Wealth Office's mission and values.

contact

 

Your contact in Switzerland

 

The Wealth Office AG

Kämbelgasse 6

8001 Zurich

Switzerland

Googlemap

 

T  +41 43 211 47 00

F  +41 43 211 47 09

two@two-zurich.com

 

 

 

 

Policy, read more about legal information

 

© Copyright by The Wealth Office – a registered trademark

ABOUT THE Wealth Office

 

The Wealth Office, your family office in Zurich

 

Domestic markets have developed into continental or even world markets. Businesses operate in all parts of the world, small and mid-sized companies are striving to become global players. Wealthy individuals seek international coverage. Yet most companies and individuals desire a highly personalized service and culture. This is the environment for The Wealth Office's specialized service approach. The Wealth Office has unique competence in investment management and family office services.



 

Mission and values

HOW IT WORKS

 

Businessmodel

 

You choose the custodian bank where you would like to hold your account and assets. We maintain excellent working relations with several banks based in Switzerland and elsewhere, for instance in Singapore and would be happy to express a recommendation if desired. At the same time, you appoint The Wealth Office AG to manage your assets held at the custodian bank based on a Limited Power of Attorney over the account. The Limited Power of Attorney enables The Wealth Office AG to effectively manage these assets, but does not allow for transfers of assets out of the account without your prior approval.

 

 

Regulations

 

The Wealth Office AG, Switzerland is regulated by competent Swiss authorities (PolyReg, a Self-Regulatory Organisation (SRO) certified by the Swiss Financial Market Supervisory Authority, FINMA)

 

www.polyreg.ch

www.finma.ch

wealth management

 

Independence and highest confidentiality

 

The Wealth Office’s esteemed clients benefit from independent and individualised services. The unique and tailor-made investment ideas are key growth drivers in today’s market environment.

We have experience in helping wealthy individuals master the Entire range of financial challenges. We assist you in addressing Specific issues or in creating a comprehensive plan. We are committed to understand your personal situation, to search for the best solutions and to provide you and your family

With the highest level of personal attention and confidentiality.

 

 

SERVICES

 

Strategic Asset Allocation

 

Preserving your wealth is our main objective. The creation of your personal strategic asset allocation is a thorough 5-step process. Together with you we define an investment philosophy based upon your personal needs and wishes today and for the future. We carefully blend active asset management and advisory services in order to create the portfolio that best matches your needs. The daily monitoring of your assets and the challenge of decisions taken are as important to us as a regular and thorough customised reporting.

 

Estate Planning & Wealth Structuring

 

Our goal is to simplify your financial plan and to protect your wealth for future generations. We provide you with an experienced team of experts in order to find the best solution and achieve your goals. Where suitable we offer vehicles such as trusts and foundations in order to preserve your legacy.

 

Wealth Consolidation & Financial Reporting

 

We offer you a comprehensive global view of the status and the development of your wealth, covering both bankable and non-bankable assets. If you desire, we will also include your payables, offering you utmost clarity about your future liabilities. Wherever your assets are held, we consolidate and analyse your holdings and the overall flow of your funds in one customized report. Truly a “one stop”-solution.

 

Entrepreneur Services

 

The Wealth Office is specialized in setting up new or structuring existing business activities. Our experts offer you support in all areas of corporate finance, as well as the establishment and administration of companies, private label funds and various other structures in various jurisdictions.

 

Real Estate

 

You may want to invest directly in land or a specific building, or indirectly through dedicated vehicles, such as for instance Real Estate Investment Trusts (REITs), listed or non-listed funds. We work closely with specialised partners in order to find the investment that exactly matches your needs.

 

Aircraft

 

Throughout a broad knowledge and respective contacts The Wealth Office can liaise and arrange a wide range of topics related to the lease and or finance of private aircrafts.

HOW IT WORKS

 

Businessmodel

 

You choose the custodian bank where you would like to hold your account and assets. We maintain excellent working relations with several banks based in Switzerland and elsewhere, for instance in Singapore and would be happy to express a recommendation if desired. At the same time, you appoint The Wealth Office AG to manage your assets held at the custodian bank based on a Limited Power of Attorney over the account. The Limited Power of Attorney enables The Wealth Office AG to effectively manage these assets, but does not allow for transfers of assets out of the account without your prior approval.

 

 

Regulations

 

The Wealth Office AG, Switzerland is regulated by competent Swiss authorities (PolyReg, a Self-Regulatory Organisation (SRO) certified by the Swiss Financial Market Supervisory Authority, FINMA)

 

www.polyreg.ch

www.finma.ch

wealth management

 

Independence and highest confidentiality

 

The Wealth Office’s esteemed clients benefit from independent and individualized services. The unique and tailor-made investment ideas are key growth drivers in today’s market environment.

We have experience in helping wealthy individuals master the entire range of financial challenges. We assist you in addressing specific issues or in creating a comprehensive plan. We are committed to understanding your personal situation, to searching for the best solutions and to providing you and your family with the highest level of personal attention and confidentiality.

 



 

HOW IT WORKS

 

Businessmodel

 

You choose the custodian bank where you would like to hold your account and assets. We maintain excellent working relations with several banks based in Switzerland and elsewhere, for instance in Singapore and would be happy to express a recommendation if desired. At the same time, you appoint The Wealth Office AG to manage your assets held at the custodian bank based on a Limited Power of Attorney over the account. The Limited Power of Attorney enables The Wealth Office AG to effectively manage these assets, but does not allow for transfers of assets out of the account without your prior approval.

 

 

Regulations

 

The Wealth Office AG, Switzerland is regulated by competent Swiss authorities (PolyReg, a Self-Regulatory Organisation (SRO) certified by the Swiss Financial Market Supervisory Authority, FINMA)

 

www.polyreg.ch

www.finma.ch

wealth management

 

Independence and highest confidentiality

 

The Wealth Office’s esteemed clients benefit from independent and individualised services. The unique and tailor-made investment ideas are key growth drivers in today’s market environment. We have experience in helping wealthy individuals master the Entire range of financial challenges. We assist you in addressing Specific issues or in creating a comprehensive plan. We are committed to understand your personal situation, to search for the best solutions and to provide you and your family

With the highest level of personal attention and confidentiality