family office

start your own or share with other families?

For families with substantial wealth and complex company structures, having your own family office to manage the investments and legal structures can be worth investigating. However, the size, structure, cost, risk and control mechanisms should be carefully evaluated before starting out, to avoid unexpected surprises.

You may have created both hard assets and liquid wealth over time through the sale of part or your entire family business, and you find yourself a family of substantial wealth.

Our approach is to use a systematic and comprehensive process. You will find the key headings under the family office template.

In 2005, Hakan Hillerstrom initiated a Swiss Family Office Study together with Close Trustees.