We are an independent multi-family office that started in Luxembourg in 1997. We have always had a foot in Switzerland but our head office is currently based in Malta – a jurisdiction that we like for its cultural mix and quality of life, but as much for the direct line with the local regulator.
Family office services is a term that best describes what we do on daily basis.
Covered are a full range of personalized services related to financial planning; wealth and asset management; life insurance, taxation; estate planning with trusts and other legal entities; planning related to mental or physical incapacity; wealth transfer strategies in general. If we cannot serve you in-house, we will refer to close partners (for private equity investments for instance).