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Family Office

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.

Bruno Eugster
Senior Consultant

Our Services

  • Abwicklung Rechnungswesen
  • Vermögensverwaltung/-beratung
  • Vorsorgeberatung
  • Steuer- und Nachlassplanung
  • Finanz- und Versicherungsberatung
  • Risikomanagement
  • Treuhanddienstleistungen
  • Lifestyle-Management
  • Immobilienverwaltung
  • Flottenmanagement
  • Personal und Haushalt
  • Reisemanagement
  • Krisenmanagement
  • Vermögensschutz
  • Gründung von Stiftungen

Family Offices betreuen Privatpersonen und Familien in allen finanziellen und lifestyle Fragen.

 

UND/ODER MIT IHR VERBUNDENE UNTERNEHMEN. ALLE RECHTE VORBEHALTEN. NUTZUNGSBEDINGUNGEN UND DATENSCHUTZ.

COPYRIGHT Excent 2018

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