In Europe, there are nearly 2,000 so-called multi-family offices (MFOs), a quarter of which are located in Switzerland due to its stable situation. Most of these family offices manage individual assets of CHF 25 million or more.
The excent is of the opinion that excellent service should not be reserved only to those who are exceptionally wealthy. The experts at excent provide their expertise to anyone seeking their advice. Like an old-school concierge: hard at work discreetly in the background, but always available.
Our activity is characterised by professionalism, competence, quality and sustainability. Our goal is to provide our client “Value“ – an added value. excent ‘s focus is not so much asset management or trust management, but instead assisting you with the various aspects of life.
- Handling of accounting
- Asset management/consultation
- Pension consultation
- Tax and estate planning
- Financial and insurance advice
- Risk management
- Fiduciary services
- Lifestyle management
- Property management
- Fleet management
- Staff and household
- Travel management
- Crisis management
- Asset protection
Family offices support private individuals and families in all matters of finance and lifestyle.