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we care for you Professional Family Office Services

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Page 1: FO Swissprivate Folder EN

we care for youProfessional Family Office Services

Page 2: FO Swissprivate Folder EN

Lost time is never found again.Benjamin Franklin

Page 3: FO Swissprivate Folder EN

The multi family office at your sidePrecise interaction:

Time is precious. FO Swissprivate helps

you take time to make time.

FO Swissprivate in Zurich and Monaco

specialises in individual family office

services. As your personal assistant we

support you with customised personal

services all around the clock.

“There are thieves,” wrote Napole-

on, “who steal with impunity the most

valuable of human possessions: time.”

We can protect you against such thieves:

administrative tasks, selecting and co-

ordinating advisors, asset controlling…

we care for you!

We work like a Swiss watchmaker creat-

ing a thing of lasting value: We ensure

that the cogs and flywheels of your life

interlock with precision, and that your

interaction with us and your other advi-

sors ticks along smoothly.

Page 4: FO Swissprivate Folder EN

Caring for you 24/7:

Customised services

Personal assistant

We support you, your family and your

estate with a wide range of tailor-made

services, including those of a private sec-

retary, the organisation of your private

events and your bookkeeping.

Asset controlling

Working closely with asset managers and

banks, we proactively monitor your as-

sets and seek the best possible legal and

fiscal solutions for you. This is based on

our ongoing analysis of quarterly reports

and the consolidation of your assets.

Taxes and the law

Together with expert legal advisors

we manage the questions arising from

changing your residence, the incorpora-

tion of companies, domicile, estate plan-

ning and any other complex transac-

tions in all fiscal and legal matters.

Real estate

Conveyencing, construction and con-

version, security services, maintenance,

renovations and any other related issues:

our experienced experts put their exper-

tise at your disposal. This extends to re-

cruiting and managing staff as well as to

coordinating the administration of your

income yielding property.

Transportation

Our specialists take care of the purchase,

sale and charter of private airplanes,

yachts and vehicles. They can also un-

dertake the requisite administrative, HR

and insurance matters.

Art and valuables

We see to it that your paintings, valua-

bles and collector’s items are inventoried

and insured. We can also help you buy

and sell any such objects.

Commitment to society

Whether you set up a trust or founda-

tion, organise a charity event or indulge

in patronage, we can develop concepts,

assist you with the founding process and

the administration of your social com-

mitment.

Page 5: FO Swissprivate Folder EN

More time: With us by your side you

enjoy professional coordination and im-

plementation of your projects, which in

turn means that you have a surplus of

quality time at your disposal.

Less stress: Your personal assistant will

be your point of all contacts and see to

your every need with a smile.

Still not convinced?

Here are a few more good reasons.

Professional management: Increased

efficiency and better use of your time

thanks to collaboration with proven ex-

perts in financial and corporate matters.

Broad choice: Individual assistance in

all of life’s organisational issues thanks to

a comprehensive range of services.

Dynamic approach: Trustworthy and

dependable, we think “out of the box” in

difficult situations.

Increased security: Many years of

professional experience with high net

worth individuals have made us well

aware of the personal needs and desires

of our clients.

Lower costs: The multi family office

structure means significant economies of

scale and measurable cost-cutting.

Your benefitsKeeping pace with your needs:

Page 6: FO Swissprivate Folder EN

FO Swissprivate AG

Färberstrasse 6, CH-8008 Zürich

Tel. +41 43 268 20 02

Fax +41 43 268 20 03

[email protected]

www.fo-swissprivate.com