Families and Family Offices
Our Globalance Family Office Services include all services to manage private wealth of a considerable size (typically above CHF15 Mio.).
Emphasis lies on comprehensive and independent wealth management across all banking relationships and assets. Reporting is being consolidated and you are relieved from all administrative and controlling tasks. Furthermore, additional experts are being co-ordinated (e.g. lawyers, tax advisors).
You determine your goals and investment strategy in close collaboration with us. We take full responsibility for investment-decisions, execution and controlling.
Investment decisions are taken by yourself. We advise you on all relevant developments and investment opportunities.
You are getting from us advise in all matters pertaining to your wealth. This includes determining the optimal way to structure your wealth and consider all of your assets, even those that you might hold at other financial institutions, all issues relating to retirement, financial planning and tax matters.
Our founding partners advise you personally, today and tomorrow
We value personal relationships based on trust. Globalance Bank is lead by entrepreneurs who advise our clients personally and are in it for the long run.