If your assets are managed in various countries and several different custody accounts, KBT will organise an overview for you. Our specialists can offer you solutions and analyses that meet your requirements.
Our Family Office provides you with all the services related to controlling the structure and management of your assets, as well as personal advice on all matters arising as a result of your stay in Switzerland.
- Budget and cash flow management
- Cost administration and control
- Overview of capital movements
- Consolidation
- Reports adapted to client's wishes
- Tax advice
- Preparation of tax structures and tax optimisation proposals
- Preparation of tax returns
- Insurance and pensions