As a wealth owner, you may find the range of services and solutions offered in the continuously growing wealth management market overwhelming to say the least.
A knowledgeable financial advisor can assist you with the five primary aspects of wealth management: financial planning, asset allocation, asset management, estate planning, and tax accounting....
Private investors should invest money regularly over time to develop their goal allocation, just like institutional investors do. According to specialists' observations, a diverse portfolio's...
Spoiler alert: it depends. Each family office has a different size, structure, set of responsibilities, and amount of capital under management because every family is unique.
Professional...
Two-thirds of the world's greenhouse gas emissions come from the production and consumption of energy. Renewable energy investments assist in lowering CO2 emissions associated with greenhouse...
Family governance describes the frameworks and procedures that families implement to manage their internal relationships and business interactions. They also create and maintain an efficient plan for ownership and the transition of important family leadership positions.
If you have assets, you need asset protection, also as a part of your estate plan. Even if you do not have any significant debts, you never know when a claim against your assets may arise. The...
Inheritance laws in Switzerland include forced heirship rules, which means that certain relatives cannot be disinherited despite a last will. For example, if a testator leaves a spouse and...
Centro LAW strives to simplify and personalize single and multi-family offices’ evaluation and decision-making processes. As family office lawyers, we support you and your family in all planning...
Private trust companies are created to protect family wealth, including family businesses, real estate, and alternative investments like hedge funds or private equity. The trustee, owned and...
Surrounded by debates internally and from international borders, the Lump-Sum Taxation Model of Switzerland is a unique tax arrangement for foreigners that don’t exercise gainful activities in...
If you have assets, asset protection is critical, even more so as part of your estate plan. Even if you have no substantial debts, you never know when a claim against your property may occur....
