Private clients & family office

Services

We provide private clients with family office services and integrated asset management. Our clients receive independent and individual investment advice and asset management services. The assets are held with one or several banks in the clients’ name.

Our services for private clients include legal and tax advice, financial planning and advice on taking up residence in Switzerland, setting up and managing charity foundations, acquiring and managing real estate, and other services as requested.

You can expect exclusivity, independence and individual support.

Reporting

Regular personal reports are supplemented by written reports including a market report.

These reports are tailored to the client’s individual wishes and needs and provide a clearly structured overview of the assets’ performance.

Logo Univest Family Office im Kettenhof