Benefits

• Comprehensive asset coordination which takes into consideration tax, asset and risk management with the objective of increasing client’s after-tax returns.

• Consolidated reporting allows our clients to have a clear overview of their income and wealth at any point in time and to holistically understand the performance of their assets.
• Quarterly discussions of the consolidated reporting within the whole family also serves an educational purpose, introducing the next generation into the family’s wealth structure.
• Consolidated reporting allows the coordination and control of the asset allocation across the total assets of the client and the identification of risk concentration across multiple portfolios and legal entities.
• The consolidated reporting serves as a risk management tool to monitor third-party service providers to ensure they always act within the investment guidelines and the fees charged are in line with agreed terms

The P&P Family Office – unlike an external asset management company – serves as a single point of contact between the client and their selected service providers (e.g. banks), has no conflict of interest and can provide the client with a consolidated view over all of the client’s assets. Additionally, external asset managers do not provide a holistic approach comprising all tax, risk and asset management and cannot guarantee the client institutional rates since asset managers tend not to consider private clients as institutional investors.

• The P&P Family Office does not provide any services other than coordination/orchestration, thus serving as a conflict-free single point of contact to the client.
• We do not receive any kick-backs or retrocessions from any third parties.
• This allows us to act as a truly trustworthy partner to our clients, advocating for and serving them.

• With our unique liaison to best-in-class service providers solely as coordinator, we assist our clients in the selection of recognized and trusted industry leading experts in a “beauty contest” without conflict of interest.

• We ensure the coordination and ongoing monitoring of the selected service providers to ensure they always act within the investment guidelines and the fees charged are in line with agreed terms.

• Our services are not limited to bankable assets, we offer the same services for non-bankable assets such as real estate, non-listed equities, private loans, art, old timers, etc.

• We are able to assist our clients with coordinating the purchase, sale, structuring or management of such assets, allowing the clients to save time and energy to find a suitable provider they can trust.

• Where special know-how is needed, we profit from a wide network of independent experts which we can consult.

• We ensure transparency towards our clients regarding the fees and products of the financial institutions the clients choose to work with.
• We ensure that our clients have all the needed information to make an informed decision.
• Regular discussions of the consolidated reporting within the whole family also serves an educational purpose, introducing the next generation into the family’s wealth structure, if required.
• The clients are always informed about the actions of the P&P Family Office. They can be involved in the management of the legal structure around their wealth at any time and as much as desired.

• Thanks to economies of scale we can give our clients access to the latest technology innovations in the field of wealth management.
• The client benefits from a personal relationship with the P&P Family Office since many burdensome and time-consuming processes are automated, hence increasing staff availability.
• Ongoing monitoring of third-party service providers to ensure they always act within the investment guidelines and the fees charged are in line with agreed terms.
• Our clients have immediate and transparent access to information from the service providers at any given time.

• Secure storage of confidential information in platforms and data bases owned by the P&P Family Office and/or external cloud storage providers, always in compliance with the highest safety standards and on servers based in Switzerland exclusively.

• Registration, processing and transmittal of data is done in compliance with Swiss Data Protection regulations.