Family Office

Offering

Family Office

Overview

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.

 

Why Family Office Services at Independent Capital Group AG are different?

 

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.

 

Establish your Family Office with Independent Capital Group AG

 

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.

 

Your advantages

 

  • Central co-ordination and control of your wealth management
  • Relief of general administration tasks
  • Access to a team of investment professionals with expertise across all asset classes, including alternative investments and real estate
  • Alignment of interest due to our independence from banks
  • Succession and estate planning
  • Full confidentiality and privacy

Family Office

Modular Building Blocks

Private Investment Office

  • Point of contact for all investment and finance related issues
  • Access to and support for alternative investments such as Private Equity, Hedge Funds and Commodities
  • Secretary & office work including record keeping

Corporate Services

  • Incorporation and administration of investment structures (funds, trusts, foundations and private investment companies)
  • Representation on the boards of directors and trustees
  • Philanthropic management of charitable foundations

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

  • Preparation and filing of tax returns
  • Tax advisory in collaboration with external partners
  • General compliance & regulatory advice
  • Support in estate and succession planning

Risk Management & Compliance

  • Periodical investment guideline checks
  • Risk exposure overview
  • Due diligence and peer group analysis for funds and mandates
  • Currency and exposure hedging

Accounting & Audit

  • Accounting services and audit support for private investment companies, foundations and trusts
  • Insurance management with external brokers

Family Office

Contact

Independent Capital Group AG

Gottfried-Keller-Strasse 5

8001 Zurich / Switzerland

www.independent-capital.com

Reto Michel

HEAD FAMILY OFFICE, PARTNER
  • Prior securities specialist key clients with UBS AG in Zürich; controller with Georg Utz Holding AG, Bremgarten, Switzerland
  • BSc in Business Administration, Major in Management Consulting and Controlling, University of Applied Sciences Northwestern Switzerland
  • CFA Charterholder
  • Certified Financial Risk Manager (FRM)
Reto Michel, CFA

Tel: 044 256 16 14

rm@independent-capital.com

Mirko Kräuchi

HEAD COMPLIANCE & RISKMANAGEMENT, PARTNER
  • Prior accountant with Schroder & Co Bank AG, Zurich
  • BSc in Business Administration, Major in Banking and Finance, ZHAW School of Management and Law
  • CAS Financial Market Law, University of Zurich
Mirko Kräuchi

Tel: 044 256 16 13

mk@independent-capital.com

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