More than traditional asset management
In addition to discretionary asset management, GFO offers family office services upon request,
which go far beyond the mere investment of assets. We take a holistic view of your asset
and family situation, coordinate the partners involved, and relieve you of everyday burdens,
so that you have more time for what matters most.
What you can expect from our family office services
Our family office services complement asset management with a comprehensive,
coordinating, and organizational role. The focus is on your family, your values, and
the long-term security of your assets across generations.
Consolidated Wealth Planning
Consolidation and overview of portfolios at different banks, so you can keep track of your
total assets in a structured way at all times.
Coordination of banks and assets
Coordination and organization of your banking relationships, securities accounts, and other assets
– centrally supported by a trusted contact person.
Interface to tax and legal advisors
Coordination of tax and/or legal advice in close cooperation with
selected partners, tailored to your personal situation.
Support with succession and generational planning
Support with questions regarding asset succession, structuring family assets
and planning across multiple generations.
Administrative relief in everyday life
Support in organizing documents, appointments, and projects so that
you can rely on a dependable structure in all phases of life.
