P&P Family Office
Your independent Multi Family Office orchestrating Tax, Asset and Risk Management
We are an independent boutique Multi Family Office based in Switzerland providing wealthy individuals and their families an encompassing and independent service for the professional management of their financial affairs.
We follow a unique and integrated wealth management approach by coordinating and orchestrating tax, asset and risk management services provided by best-in-class third parties. Through the optimization of all performance-related aspects – including taxes and fees – our clients are able to increase their overall after-tax returns.
We believe that wealth management should be organized comprehensively taking into account three core pillars: tax, asset and risk management.
- Tax compliant assessment and implementation of tax restructuring if necessary
- Tax efficient asset management that assesses tax impact and tax compliance requirements
- Tax reclaim services (refunds of withholding tax)
- Yearly Tax return filling in the relevant jurisdictions
- Assessment of client risk profile
- Development of investment strategy
- Definition of proper investment guidelines
- Asset manager and custody bank selection
- Negotiation of institutional fees to reduce overall costs
- Consolidated reporting across banks to increase transparency
- Constant monitoring of dedicated asset managers and banks
- Enhanced technology that allows continuous fee and cost controlling
- Performance evaluation and regular private investment meetings