Stewarding significant wealth across generations demands foresight, dedication, and continuous engagement. For many affluent families, responsible investment principles have become an essential component of long-term wealth management and strategic decision-making.
As an experienced multi-family office, we provide professional, discreet guidance in structuring, allocating, and overseeing your family’s assets.
Through tailored strategies, we create bespoke solutions designed to safeguard continuity and support the enduring preservation of your family’s wealth.
“Finding good partners is the key to success in anything: in business, in marriage and, especially, in investing.”
― Robert Kiyosaki
OFFERING
We assist families in establishing and structuring a robust and transparent investment framework tailored to their long-term objectives. This may include the design and coordination of a structured manager selection or RFP process, ensuring clarity in governance, alignment of interests, and institutional-quality decision-making. Our services further encompass consolidated reporting of assets and liabilities, integrated wealth and cash-flow planning, and the ongoing monitoring of investment guidelines and transactions. We support clients in administrative and organisational matters, financial reporting and audit coordination, while providing independent oversight and acting as a central coordinating partner across all involved stakeholders to ensure comprehensive control and continuity of the family’s wealth.
WHY ARE WE DIFFERENT?
Many multi-family offices provide discretionary wealth management services directly to their clients, which in our view may create potential conflicts of interest. Independent Capital Group AG generally does not offer discretionary portfolio management for their family office clients; instead, we design and implement tailored investment structures and appoint and coordinate independent third-party asset or fund managers.
The coordination and oversight of investment management, the establishment and maintenance of investment structures, control functions, and financial planning form the core of our services and are delivered by our in-house professionals. For insurance, legal, and tax matters, we work with trusted external partners or our clients’ existing advisors. All services are provided on a modular basis to reflect individual client needs.
Our aim is to deliver the holistic oversight and service level of a Single Family Office for multiple clients.
“Daring ideas are like chessmen moved forward. They may be beaten, but they may start a winning game.”
― Johann Wolfgang von Goethe
ESTABLISH YOUR FAMILY OFFICE WITH US
We provide tailored wealth management solutions for high net worth individuals and their families. Our expertise ensures your financial legacy thrives across generations.
Your added value:
- Access to an experienced team of experts from various fields
- Long-term and personal relationship to managing partners
- Selective and manageable number of clients
- Single Family Office Client Experience
- Protection of your interests due to our independence
- Ensuring successful succession planning
MODULAR BUILDING BLOCKS
Investment Reporting & Controlling
- State of the art portfolio management system and information tools
- Consolidation of accounts and non-bankable assets
- Monitoring & investment controlling
- Tailor-made investment reporting
Financial Planning & Cash Management
- General support in your financial activities such as financing and budgeting
- Financial and cash flow planning
- Coordination with asset managers and banks
- Payment services
Legal, Tax & Succession Planning
- General support in legal, tax and regulatory matters
- Legal and tax advice in cooperation with external consultants
- General compliance & regulatory advice
- Support in estate and succession planning
