What is a Family Office?
A family office is the central contact point for the financial business (and in many cases for many other types of business) of a customer or his or her family.
Behind a family office there is always a structure. This structure may be extremely simple, or in some cases extremely complex. Structures with foundations, trusts, IBCs and/or insurance offer efficient solutions in the areas of wealth protection, succession planning and complex inheritance issues (such as those involving several generations).
Putting your needs first with a Family Office
Family offices have the potential to make use of our entire range of wealth management services for private and institutional investors. At OLZ, we always prioritize our customers' needs, and can offer you different services that suit you:
Engaging a family office without your own investment and strategy adviser:
If you require a tailor-made investment strategy with a comprehensive risk profile analysis and efficient utilization, OLZ Wealth Management's services for private investors will meet your needs.
Engaging a family office with your own investment and strategy adviser:
If you require an efficient investment strategy regarding shares and/or bonds, OLZ Wealth Management's services for institutional investors and all OLZ funds are available to you.
Working with foundations and trusts
OLZ is not only your partner for all financial business matters; we are also familiar with a vast range of structures and can devise structures in collaboration with specialized trustee companies.
