Family Office
Safeguarding Wealth, For Generations to Come.
Legal Office
Family Governance for Entrepreneurial Families
Family governance builds constructive, sustainable structures to manage and organize families, their companies, and assets, aligning their interests effectively
Estate Planning and Execution of Wills
We coordinate estate planning worldwide, assisting with patient decrees, care directives, property and inheritance agreements, and wills
Private Office
Cash Flow Planning and Expense Optimization
We work with investment specialists to craft cash flow strategies and provide expense transparency upon request
Real Estate Advice
Offering comprehensive support for real estate transactions, expert legal advice, financing options, and tax implications
Corporate Office
Setting Up and Monitoring Individual Structures
Establishing and overseeing trusts, companies, real assets and private label funds
Protectorship
As protectors or trustees, we serve as a formal link between trustees and beneficiaries, ensuring effective oversight
Responsible Expert
«We guide families through critical decisions. By deeply understanding your family’s unique tax, legal, and financial landscape, we structure sustainable strategies to protect, enhance, and thoughtfully transfer your vision for future generations.»
Markus Heeb
Partner Family Office