{"id":29299,"date":"2022-04-08T08:30:00","date_gmt":"2022-04-08T06:30:00","guid":{"rendered":"https:\/\/assetrust.ch\/financial-and-organizational-advice-for-family-offices\/"},"modified":"2026-06-23T11:58:46","modified_gmt":"2026-06-23T09:58:46","slug":"financial-and-organizational-advice-for-family-offices","status":"publish","type":"page","link":"https:\/\/assetrust.ch\/en\/financial-and-organizational-advice-for-family-offices\/","title":{"rendered":"Financial and organizational advice for family offices"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Header&#8221; _builder_version=&#8221;4.16&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;gcid-ecd1bf5e-3afd-41e4-9ad9-e73133d76089 0%|rgba(0,19,46,0.6) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;gcid-ecd1bf5e-3afd-41e4-9ad9-e73133d76089&#8243; background_color_gradient_end=&#8221;rgba(0,19,46,0.6)&#8221; background_image=&#8221;https:\/\/assetrust.ch\/wp-content\/uploads\/2022\/04\/assetrust-familyoffice-conseil.png&#8221; background_position=&#8221;bottom_center&#8221; custom_padding=&#8221;||||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-ecd1bf5e-3afd-41e4-9ad9-e73133d76089%22:%91%22colorStart%22%93}&#8221;][et_pb_row column_structure=&#8221;3_5,2_5&#8243; make_equal=&#8221;on&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; header_font=&#8221;Futura book regular|600|||||||&#8221; header_font_size=&#8221;124px&#8221; background_layout=&#8221;dark&#8221; max_width=&#8221;760px&#8221; custom_margin=&#8221;||||false|false&#8221; header_font_size_tablet=&#8221;70px&#8221; header_font_size_phone=&#8221;41px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Family Office<\/h1>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Futura book regular||||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;20px&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>Conseils et accompagnement dans les domaines de la finance, organisation et administration pour les Family Office.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ1IiwiZW5hYmxlX2h0bWwiOiJvZmYifX0=@&#8221; button_text=&#8221;Contact&#8221; button_alignment=&#8221;left&#8221; _builder_version=&#8221;4.16&#8243; _dynamic_attributes=&#8221;button_url&#8221; custom_button=&#8221;on&#8221; button_text_size=&#8221;14px&#8221; button_text_color=&#8221;#ffffff&#8221; button_bg_color=&#8221;#01b4db&#8221; button_border_width=&#8221;2px&#8221; button_border_color=&#8221;rgba(0,0,0,0)&#8221; button_border_radius=&#8221;8px&#8221; button_letter_spacing=&#8221;2px&#8221; button_font=&#8221;|900||on|||||&#8221; button_use_icon=&#8221;off&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;15px|40px|15px|40px|true|true&#8221; button_text_size_tablet=&#8221;20px&#8221; button_text_size_phone=&#8221;16px&#8221; button_text_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;3_5,2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||70px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Futura book regular||||||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Finance<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;30px&#8221; _builder_version=&#8221;4.18.1&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Futura book regular||||||||&#8221; ul_font=&#8221;Futura book regular||||||||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>Nous \u00e9tablissons une relation coll\u00e9giale et collaborative, en donnant la priorit\u00e9 aux int\u00e9r\u00eats du client avant tout. Nous fournissons des services complets de conseil aux familles et aux Family Offices.<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>D\u00e9finition d\u2019une feuille de route afin de r\u00e9duire la complexit\u00e9 gr\u00e2ce \u00e0 une vue consolid\u00e9e des besoins pr\u00e9sents et futurs de votre famille.<\/li>\n<li>Relations avec les banques<\/li>\n<li>Revue, red\u00e9finition de mandats existants<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/assetrust.ch\/wp-content\/uploads\/2022\/04\/family-office-finance-assetrust.png&#8221; alt=&#8221;family-office-finance-assetrust&#8221; title_text=&#8221;family-office-finance-assetrust&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||||false|false&#8221; box_shadow_style=&#8221;preset2&#8243; box_shadow_color=&#8221;rgba(0,0,0,0.2)&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;2_5,3_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;||70px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/assetrust.ch\/wp-content\/uploads\/2022\/04\/organisation-familyoffice-assetrust.png&#8221; alt=&#8221;organization-familyoffice-assetrust&#8221; title_text=&#8221;organization-familyoffice-assetrust&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; custom_margin=&#8221;||||false|false&#8221; box_shadow_style=&#8221;preset2&#8243; box_shadow_color=&#8221;rgba(0,0,0,0.2)&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Futura book regular||||||||&#8221; text_orientation=&#8221;right&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2 style=\"text-align: left\">Organization<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;30px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Futura book regular||||||||&#8221; ul_font=&#8221;Futura book regular||||||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>In our advisory role, we support you in making the best choices to protect your assets and the needs of your family.<br \/>We offer a transparent and holistic approach to the challenges and opportunities your family faces. We take care of the details, so you can enjoy the big picture.<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Definition of governance in order to establish a family charter and create communication and training platforms<\/li>\n<li>Preparation for future generations<\/li>\n<li>Identification and organization of adequate training<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;3_5,2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Futura book regular||||||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Administration<\/h2>\n<p>[\/et_pb_text][et_pb_text ul_item_indent=&#8221;30px&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Futura book regular||||||||&#8221; ul_font=&#8221;Futura book regular||||||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>We support you for all administrative procedures with third parties.<br \/>We work with a network of professionals (notaries, lawyers, architects, concierge service, etc.) that we can recommend to you if necessary.<\/p>\n<p>&nbsp;<\/p>\n<ul>\n<li>Procedures with administrations<\/li>\n<li>Management of tangible assets such as real estate, yacht, private jet, acquisition\/sale, consolidated reporting<\/li>\n<li>Personal assistance such as concierge, staff management, secretarial, invoicing<\/li>\n<\/ul>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/assetrust.ch\/wp-content\/uploads\/2022\/04\/administration-familyoffice-assetrust.png&#8221; alt=&#8221;administration-familyoffice-assetrust&#8221; 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button_use_icon=&#8221;off&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;15px|40px|15px|40px|true|true&#8221; button_text_size_tablet=&#8221;20px&#8221; button_text_size_phone=&#8221;16px&#8221; button_text_size_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Footer&#8221; _builder_version=&#8221;4.16&#8243; background_color=&#8221;gcid-d8cface4-7dd7-4f64-9ec1-1e3328f7a336&#8243; use_background_color_gradient=&#8221;on&#8221; background_color_gradient_stops=&#8221;rgba(234,234,234,0.94) 0%|rgba(255,255,255,0.79) 100%&#8221; background_color_gradient_overlays_image=&#8221;on&#8221; background_color_gradient_start=&#8221;rgba(234,234,234,0.94)&#8221; background_color_gradient_end=&#8221;rgba(255,255,255,0.79)&#8221; background_image=&#8221;https:\/\/assetrust.ch\/wp-content\/uploads\/2022\/03\/financial-advisor-41.jpg&#8221; background_color_gradient_stops_tablet=&#8221;rgba(234,234,234,0.94) 0%|rgba(255,255,255,0.79) 100%&#8221; background_color_gradient_stops_phone=&#8221;rgba(234,234,234,0.94) 0%|rgba(255,255,255,0.79) 100%&#8221; global_module=&#8221;28984&#8243; saved_tabs=&#8221;all&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-d8cface4-7dd7-4f64-9ec1-1e3328f7a336%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_2,1_4,1_4&#8243; _builder_version=&#8221;4.16&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/assetrust.ch\/wp-content\/uploads\/2022\/04\/logo-assetrust-vectoriel.png&#8221; alt=&#8221;assettrust logo&#8221; title_text=&#8221;assettrust logo&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Futura book regular|600|||||||&#8221; text_font_size=&#8221;18px&#8221; text_letter_spacing=&#8221;1px&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Darker Grotesque|900|||||||&#8221; header_4_font_size=&#8221;22px&#8221; header_4_line_height=&#8221;1.4em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Address<\/h4>\n<p>Quai de l&#8217;Ile, 15<br \/>1204 Geneva<\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Futura book regular|600|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Darker Grotesque|900|||||||&#8221; header_4_font_size=&#8221;22px&#8221; header_4_line_height=&#8221;1.4em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>E-mail<\/h4>\n<p><a href=\"mailto:contact@assetrust.ch\">contact@assetrust.ch<\/a><\/p>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;Futura book regular|600|||||||&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.4em&#8221; header_4_font=&#8221;Darker Grotesque|900|||||||&#8221; header_4_font_size=&#8221;22px&#8221; header_4_line_height=&#8221;1.4em&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h4>Phone<\/h4>\n<p><a href=\"tel:0041228002810\">+41 (0)22 800 28 10<\/a>[\/et_pb_text][et_pb_social_media_follow _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_social_media_follow_network social_network=&#8221;linkedin&#8221; url=&#8221;https:\/\/www.linkedin.com\/company\/assetrust\/&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#007bb6&#8243; global_colors_info=&#8221;{}&#8221; follow_button=&#8221;off&#8221; url_new_window=&#8221;on&#8221;]linkedin[\/et_pb_social_media_follow_network][\/et_pb_social_media_follow][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/assetrust.ch\/wp-content\/uploads\/2022\/04\/logo-arif-association-romande-des-intermediaires-financiers.png&#8221; alt=&#8221;logo arif &#8211; french association of financial intermediaries&#8221; title_text=&#8221;logo arif &#8211; french association of financial intermediaries&#8221; url=&#8221;https:\/\/arif.ch\/&#8221; _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; width=&#8221;39%&#8221; max_width=&#8221;29%&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.16&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Futura book regular||||||||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Assetrust SA est membre de l\u2019<a href=\"https:\/\/arif.ch\/\" target=\"_blank\" rel=\"noopener\">ARIF<\/a> en tant qu\u2019interm\u00e9diaire financier.<\/p>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjI5MDc2IiwiZW5hYmxlX2h0bWwiOiJvZmYifX0=@&#8221; 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