DE EN
Portfolio Consulting

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
Webdesign & CMS by INM AG