Albula mit girl 25
DIE RICHTIGEN SCHRITTE ZUR RECHTEN ZEIT

Wir unterstützen Sie bei der Erhaltung, Mehrung und Übertragung des Familienvermögens auf die nächste 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

Family governance for entrepreneurial families

Private Office

Cash flow planning and expense optimization

Advise on purchasing and selling real estate in Switzerland and abroad

Corporate Office

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

Protector functions

Umbrail print 25

«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