Administrating and managing substantial wealth sustainably over time requires a lot of time and effort. More and more, sustainable and responsible investing criteria play an important role in the investment preferences of wealthy families.
In addition to our investment advice, we support clients with a variety of customisable services. These include consolidated asset and liability overviews, wealth and cash flow planning or the continued monitoring of investment guidelines and transactions. We help clients in administrative matters, financial reporting/audit and provide comprehensive control of their wealth while assuming a coordinating function.
Many multi family offices additionally provide asset management services for their clients, which in our view could cause conflicts of interest. Independent Capital Group AG only acts as investment advisor or manager upon special request of the client.
Support in the coordination of the investment management, maintenance of investment structures and control functions as well as financial planning lie at the core of our service offering and are provided by our in-house professionals. For all other aspects such as insurance, legal and tax issues, we rely on business partners or work with the existing advisors of our clients. All services are offered on a modular basis to match the individual needs of our clients.
Our approach is to provide the same service level as in a Single Family Office, but for multiple clients.
Based on our long-standing experience as a family office for multiple clients, we are able to offer a tailored solution for the management and administration of your family wealth.