Family Office
Basically, family offices can make use of our entire range of wealth management services for private and institutional investors. OLZ always prioritizes its customers' needs:
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.
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.
Foundations and trusts
OLZ is not only your partner for all financial business; we are also familiar with a vast range of structures and can devise structures in collaboration with specialized trustee companies.
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 among other things in the fields of wealth protection, finding a successor and complex inheritance issues (e.g. involving several generations).
