More than traditional asset management
In addition to discretionary wealth management, GFO offers family office services upon request that go far beyond the mere management of assets. We take a holistic view of your financial and family situation, coordinate with all relevant partners, and lighten your daily workload so that you have more time for what really matters.
What you can expect from our family office services
Our family office services complement asset management by providing comprehensive coordination and organizational support. Our focus is on your family, your values, and safeguarding your wealth for generations to come.
Consolidated Wealth Planning
Consolidation and overview of portfolios across different banks, so you can keep a structured view of your total assets at all times.
Coordination of banks and assets
Coordination and management of all matters related to your banking relationships, brokerage accounts, and other assets—all handled centrally by a trusted point of contact.
Interface to tax and legal advisors
Coordination of tax and/or legal advice in close collaboration with select partners, tailored to your personal situation.
Support with succession and generational planning
Guidance on matters related to estate planning, the structuring of family wealth, and planning across multiple generations.
Administrative relief in everyday life
Support in organizing documents, appointments, and projects so that you can rely on a solid structure throughout all stages of life.
