What is a
Family Office |
Why use a
Family Office |
Services of a
Family Office |
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Marriage
and divorce |
“It requires a great deal of boldness and a great
deal of caution to make a great fortune, and when you
have got it, it takes ten times as much wit to keep it.”
Nathan Rothschild (1777–1836)
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The most effective approach for a family of significant wealth to preserve and enhance its capital through the
generations is by the creation of a properly functioning Family Office (also known as a Family Trust, or a
Family Foundation).
The staff of MB GROUP SWITZERLAND AG’s Family Office are experts in the legal and tax fields. They help to
promptly resolve any and all issues concerning the management of the family business, optimize the family’s taxes,
and arrange for the smooth transfer of inherited property.
We can help you create
an efficient Family Office in Switzerland
 Today’s world
is shaping its own quality standards, and its own philosophy and values. Our clients run their businesses in a dynamic
world that is constantly changing, a world in which it is not uncommon to have to consult regularly with lawyers, tax
experts, financial advisors, notary publics, and real estate agents.
Our efficient Family Office helps make the lives of our clients easier and more convenient, and keeps family businesses
well-managed and profitable.
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Five reasons for a wealthy family to turn to a Family Office
 Family’s financial assets grow to a level that
requires full time professional
management
Time required by family members to manage family’s
assets is detracting
from effective running of the business, and the business is at risk
of
suffering
Family members want to separate management of their
personal financial
assets from those of the business for purposes of confidentiality
Expertise of founding patriarch is no longer available
for some reasons;
next generation not willing of taking on family capital management
responsibility
Various needs of growing number of family members,
requiring
increasingly diverse management solutions, can no longer be effectively
met by family’s existing resources
By taking advantage of MB GROUP’s Family Office services, you can not only safeguard your family capital,
you can also make sure that it works and generates income for you and your family members. Our services will make
your life easier and more convenient.
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