“Specialists take it further”

Service providers such as family offices, financial institutions, law firms or trust companies help their clients to cope with the complexity of the financial landscape and provide solutions tailored to their clients’ special needs. Apart from their core competence in serving their clients, often only a little know-how and experience exists in terms of value-driven sustainable business opportunities or philanthropic services.

We help you:

Deliver tailor-made solutions within the broad spectrum of charitable giving and responsible business

Accompany you on a journey together with your clients to help them achieve their goals

Service the specific requests of your clients, according to our high standards

Enable multi-level discussions with your clients and their families

What you gain:

Intensified mutual trust, which benefits the client relationship and the potential for better business collaboration long-term

The chance to increase

in-house know-how

Proof of a holistic service offering which can lead to referrals

Well-based opportunity to various generations of a family, and align their diverse interests

Better insight of the personal

value proposition of your clients and their families