Family Office Solution & Wealth Planning
Securing Generations: Beyond Wealth Management
A complete succession planning and wealth management solution to our clients.
In the dynamic tapestry of today’s financial landscape, two elements stand out for their paramount importance to individuals and families, namely succession planning and wealth management. These are not merely financial jargons but critical lifelines that ensure the seamless transition and preservation of wealth, businesses and legacies across generations.
Dedicated to championing your aspirations, we meticulously tailor a suite of services – from investment strategies to philanthropic insights and family wealth succession planning – all crafted to elevate and secure your unique legacy.
Family Office
The primary strength of a family office lies in its ability to offer a 360-degree approach to managing not just the wealth but the entire spectrum of a family’s needs, ensuring that their legacy is safeguarded and cultivated for generations to come.
Holistic Approach
We provide a comprehensive suite of services tailored to the unique needs of families. This includes not just financial management but also lifestyle, philanthropic, legal and intergenerational services.
Customization
Solutions crafted are bespoke, meaning it’s tailored to the specific needs, goals, values and preferences of the client. This ensures a highly personalized approach to wealth management and financial planning.
Continuity & Stability
Providing a structured approach to succession planning and intergenerational wealth transfer, Sino Suisse ensures continuity and stability for the family’s assets and businesses.
Holistic Approach
We provide a comprehensive suite of services tailored to the unique needs of families. This includes not just financial management but also lifestyle, philanthropic, legal and intergenerational services.
Customization
Solutions crafted are bespoke, meaning it’s tailored to the specific needs, goals, values and preferences of the client. This ensures a highly personalized approach to wealth management and financial planning.
Continuity & Stability
Providing a structured approach to succession planning and intergenerational wealth transfer, Sino Suisse ensures continuity and stability for the family’s assets and businesses.
Family offices play a role in educating family members about wealth management, ensuring the next generation is well equipped. Sino Suisse help establish family governance structures to streamline decision-making and conflict resolution.
Investment Management
Crafting diversified portfolios tailored to the family’s financial goals.
Philanthropy
Guiding charitable giving strategies and establishing charitable framework.
Trust Services
Implementing and managing trust structures to protect assets and further estate planning objectives.
Estate Planning
Efficiently passing down family wealth through structured approaches.
Succession Planning
Facilitating the smooth transition of wealth and businesses to the next generation.
Financial Planning and Reporting
Offering exclusive in-house tools for asset consolidation and financial reporting.
Tax Planning
Minimizing tax liabilities, optimizing tax benefits, and ensuring compliance.
Family Governance
Supporting the development of family governance structures, ensuring smooth decision processes.
Education and Family Mentorship
Educating family members on wealth management and leadership.