A Wealth Office manages financial affairs for individuals, groups, or institutions. It serves as a central hub that coordinates all activities—from planning (Plan.) and implementation (Find.) to ongoing oversight (Control.) — while consistently safeguarding the client’s interests with banks and asset managers.

The typical services of a Wealth Office include wealth planning, selecting banks, managers, or financial solutions, monitoring results, and handling the administration of financial matters.

A Wealth Office makes sense starting at CHF 1 million in assets. As soon as multiple banks and various asset classes are involved, a Wealth Office provides significant added value.

Getting started with a Wealth Office is simple. Existing banking relationships are maintained, and a Wealth Officer consolidates your current portfolios and analyzes your financial situation. Any changes or new solutions are always discussed with you first.

A Wealth Office costs between 0.1% and 0.65% per year, depending on the size of your assets. This fee is charged separately to ensure 100% independence. Despite this, your overall wealth management costs typically decrease significantly, as many fees are eliminated and clients benefit from preferential rates with banks and asset managers.

You probably have many more questions but aren’t quite ready to sit down with a Wealth Officer. We're here to provide answers.