IT’S A MATTER OF VISION
ANTICIPATE THE FUTURE
Since our formation, we have successfully adapted to the constantly changing legal and economic conditions with foresight. We have never lost focus on the interests of our clients. We share the entrepreneurial spirit of our clients and help them to develop and implement their future oriented goals.
THE PASSION TO CARE
TRUE PASSION
Wealth requires the stewardship of the individuals owning it. It’s them who give their assets a soul and purpose. Their passion and attitude turns wealth into an estate that is preserved for generations.
A WHOLE NEW WAY TO MAKE, COLLECT AND CONNECT
START BUILDING
Over time our clients have increasingly entrusted us with part of the responsibility for their assets and have planned the future of their wealth together with us. Our group specialises in the structuring, organisation, controlling and administration of wealth, asset management, accounting, tax advice, provision of family office services and advice on business law. We want to play an active role in the development of our clients’ overall wealth strategy and to work with them to develop new business models and investment strategies. We have a network of outstanding specialists who also represent our high entrepreneurial standards and with whom we work together to implement the goals of our clients.
A SOPHISTICATED WAY TO ORGANISE
BETTER LIVING
Wealthy individuals want to organise and structure their assets, which are not just financial assets, in such a way that family harmony and family heritage is preserved. We help our clients to organise their assets on the basis of their family values and principles. In order to structure assets, numerous aspects of wealth must be identified. Today, families are “globally active undertakings” which have to deal with a wide range of legal, fiscal, economic and social issues. Our aim is to make our clients’ life “simpler and more harmonious”.
A MATTER OF STRATEGY
STRATEGY EXCELLENCE
Our experienced investment team tailors your portfolio to your individual risk return profile. We are convinced that long-term investment performance is primarily determined by choosing the right strategy. We put great emphasis on disciplined portfolio implementation, controlled risk taking and ongoing portfolio monitoring. Our objective is to learn and improve continually. Therefore, we regularly ask leading industry peers to review our investment processes. Our speciality is to create tailored fund solutions, which provide an array of important advantages. Our independence is crucial to us and enables us to be fully aligned with your interests. You can expect full transparency and fair fees.
DEDICATION AND FAIRNESS
A MATTER OF BEHAVIOUR
We have always advised our clients with great commitment. Clients place great trust in their advisors and therefore have a right to receive loyal and fair advice. Business success depends on discipline and high ethical and moral standards. We guarantee our clients compliance with these principles.
THE TASK TO SHARE KNOWLEDGE
LAB & LECTURE
Innovation and excellence requires knowledge. Knowledge is the key to growth and change and an important cornerstone for business success! We observe legal, political and economical developments and strive to learn from others in order to develop our company further; and, all the more to provide our clients with the best possible advice together with our partners. We are convinced that sharing knowledge with other strengthens everyone. Our group works closely with the University of Liechtenstein and sponsors academic awards and programs.
