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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 through our partner organizations 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
Through our partner organizations, 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.