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 Service offer desciption |
Asset Management |
Financial Engineering |
Wealth engineering & real estate services |
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Our service offer: Wealth engineering & Real Estate Services. |
Wealth Engineering constitutes an essential pillar of our offer.
Private clients
We assist our clients in the realization of patrimonial analysis, offering a permanent fiscal optimization. Our offer includes the selection and set-up of the most adapted structures. Advice on how to optimize inheritance and asset transfer to the next generations, as well as the preparation of the successors to their future responsibilities.
Our offer includes:
- A personalized management, in the most appropriate legal and fiscal structure, allowing a long-term planning within customized risk-settings in order to enhance the client’s wealth structure.
- The privileged fiscal standing of life insurance wrappers.
- A dedicated wealth management offer for expatriates and professional sportsmen.
- One single contact person coordinates for every client, the internal and external expertise
- Offering the full range of Family Office services.
Institutionals
Strong of our experience and with the assistance of our external network, Family Office Partnership AG provides a complete service offer for organizing the transmission or sale of your business.
Our offer includes:
- An assistance in evaluating your business.
- The active search and selection of potential buyers.
- Financing solutions and fund raising.
Specific competences are requested to facilitate the sale and the purchase of a property, propose an adapted real estate transaction, to help optimizing the choice of the financing, to analyze the fiscal implications of the planned acquisition, etc.
Family Office Partnership AG coordinates internal and external competences relying on real estate professionals, selected for their reliability, their experience and their reactivity.
Family Office Partnership AG is highly experienced in setting up sophisticated financing solutions of all type of real estate investments and projects.