Comprehensive offering for high-net-worth private clients, their companies and families and for professional financial service providers
Format A is the perfect choice for when you're looking for that little bit extra in exclusive advice and service. We don't settle for the ordinary. We like to go that extra mile that makes all the difference for our clients. Our complete independence is a key factor in allowing us to offer our clients the best economic solutions, which are also impeccable from a legal and regulatory perspective.
We are a completely trustworthy and reliable partner for discerning and high-net-worth private clients, companies and families for all aspects of their wealth. Thanks to our team's wide-ranging know-how and national and international experience, we provide a comprehensive one-stop shop for advice and services, which can be adapted to perfectly fit individual requirements:
- Comprehensive consultation for wealth-management and company matters
- Fiduciary services
- Investment consulting & controlling
For professional financial service providers and family offices, we are a preferred partner with high quality services in investment consulting & controlling.
We provide our services directly and personally or through our exclusive and highly specialised network of long-term partners. Clients keep the same trusted contact for all wealth management matters.