Do multi-millionaires keep busy managing their asset portfolios?
No, they don’t – and they shouldn’t have to! Most of their assets are in the form of trusts or joint-stock companies,
invested in real estate, or in a production facilities.
A growing number of families are turning to a Family Office, realizing that the specific problems they face can only
be adequately addressed with such services that go beyond traditional asset management. It is the responsibility of
the Family Office to manage a millionaire’s empire in line with the family’s long-term goals.
At MB GROUP SWITZERLAND AG, we believe that every wealthy family has three key goals, the priority
of which should be clearly defined.
Long-term family goals
Maintaining confidentiality and security
It is altogether possible that your family and family business could be subjected to an outside attack. In this scenario,
it is the Family Office’s job to ensure the confidentiality of all aspects concerning the allocation of capital within the
family, in order to rule out any unlawful attempts to seize property or any illegal actions targeting family members.
Your capital should work for your benefits. Individual family wealth financial planning is one of the key areas of
advice. The Family Office should offer the family the best possible options for using its assets. Its duties include
monitoring the market and selecting the most promising investment opportunities (businesses, real estate, luxury items,
Maintaining control over
the family business
The family business is what has allowed your family to achieve the wealth that it holds today. Ideally, your business
should be passed down from generation to generation. It is the responsibility of the Family Office to help shape the
legal structure in order to guarantee that these assets will be passed down to future generations.
Quite often after turning to MB GROUP, a family will come to fully understand the kinds of assets
and capital that it owns, and just how productively these assets are working.
We will help you achieve your family’s long-term goals, in the interest and for the benefit of all family members.
The Family Office is the only tool you will need to manage your family’s fortunes and create a legacy.