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THE RIGHT STEPS AT THE RIGHT TIME

We support you in maintaining, increasing and transferring family wealth to the next generation.

Family Office

We advise families in a comprehensive, efficient way and help them take the right steps at the right time. To do this, it is essential that we have a profound understanding of our clients and their families, including their tax, legal and financial situations. We can help develop a sustainable strategy to preserve, increase and transfer family assets to the coming generations.

Legal Office

Estate planning and execution of wills

We coordinate national and international estate planning. We help our clients set up patient decrees, advance care directives, matrimonial property agreements, inheritance agreements and wills.

Family governance for entrepreneurial families

Family governance deals with general management and organization of families, their companies, assets and individual interests with the goal of identifying and aligning the interests of family members and companies in an optimized way.

Private Office

Cash flow planning and expense optimization

We work closely with our investment specialists and communicate with our clients to create a strategy for cash flow planning and if desired provide transparency about expenses.

Advice on purchasing and selling real estate in Switzerland and abroad

Comprehensive support for acquiring or selling real estate as well as expert advice on all related legal issues and possible financing. We also consider tax implications for real estate transactions.

Corporate Office

Setting up and monitoring individual structures (trusts, companies, private label funds)

We advise our clients on the evaluation of the right asset and governance structures.

Protector functions

As protectors (or trustees in foundations), we assume a formal role and act as a binding agent or monitoring body between trustees and beneficiaries.
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«Coming together is a beginning. Keeping together is progress. Working together is success.»

Henry Ford

«We advise families in a comprehensive, efficient way and help them take the right steps at the right time. To do this, it is essential that we have a profound understanding of our clients and their families, including their tax, legal and financial situations. This is the only way we can help develop a sustainable strategy to preserve, increase and transfer family assets to the coming generations. We advise and help our clients create the optimal legal structure for their assets.»

Markus Heeb

Managing Partner and Head of Family Office

Markus heeb

Markus Heeb

Managing Partner and Head of Family Office

Your contact

Markus heeb
Markus Heeb
Partner Family Office & Real Estate
Veronika zemp
Veronika Zemp
Senior Relationship Manager