What we believe “Makes a Family Office”
- A Family Office goes far beyond pure asset management and controlling.
- The most important asset of any Family Office is communication and being able to trust the people responsible.
- It must offer all encompassing and objective advice, while always acting in the best interest of the Families.
- Independent Strategy Committee consisting of highly respected minds from various industries, globally.
- Create the highest level of transparency and efficiency, thereby fulfilling the Families needs.
- Offering solutions rather than product – long-term oriented, bank and product independent, bespoke solutions.
- Concentrating on the selection, monitoring and consolidation of asset managers, without in-house asset management.
- The foundation of a Family Office is „managing all assets“ and the consolidation & monitoring thereof, giving the Family delegates full control at any time.
- A Family Office should only offer services that are their core competencies.
- The Family Officers are sparring's partners for the Family.
- The core „value proposition“ for a Family Office is the alignment of interest - „entrepreneur to entrepreneur“.
© 2012 by Portfolio Consulting (Switzerland) AG, phone +41 (0)43 888 30 00