We are a FINMA-regulated, independent asset- and wealth management boutique based in Zug. Our focus is on holistic and intergenerational advice, management, and support for private, family, and foundation assets, using our proven “one-stop” approach, including risk management, succession planning, and financing. We are 100% independent and wholly owned by the partners.
Our entrepreneurial approach as experts and sparring partners, proactive and responsive, is based on a risk profile developed individually with each client. Our goal is clear: “Structure, preserve, and grow wealth.”
is the driving force behind our work. It is the energy that drives our curiosity, creativity and commitment to continuous development. We are passionate about realizing the goals defined jointly with our clients. This deeply felt sense of purpose motivates us to go the «extra mile», take initiative, accept challenges and achieve the best possible results.
are our unwavering guidelines in our daily actions. These include integrity, transparency and respect. These values reflect a strong ethical understanding of the profession. This enables us to accept the obligation associated with customer trust and to honor it with our services. In a world of constant change, principles offer us clarity and stability and guide our behavior even in challenging times.
is a lived practice for us. We actively promote open, honest and cooperative relationships with our clients and partners. We see every interaction as an opportunity to build mutual trust, define common goals and create lasting added value. We develop customized solutions with different perspectives. True partnership means taking responsibility in the interest of the matter and the client.
Together we combine over 100 years of expertise and customer experience in asset consulting and asset management.
