Benefits
Our highly personalized, detail-orientated and best-in-class approach is geared towards high-net worth individuals, their families and their corporate and financial activities worldwide.
Integrated service approach
We believe that wealth management should be organized comprehensively taking into account tax, asset and risk management. By considering all performance-related aspects, clients are able to increase their after-tax returns.
Best-in-class service providers
We help our clients achieve their goals by assisting them in the selection of recognized and trusted industry leading experts. We monitor them constantly to ensure our clients’ needs are successfully met.
Institutional Fees
Thanks to economies of scale and our negotiation power towards the service providers, we are able to reduce expenses and offer clients access to institutional fees. This allows our clients to achieve higher returns after taxes and fees.
Single point of contact
Our main driver is the protection of your existing assets and the generation of new, sustainable wealth. To do so, we orchestrate tax, asset and risk management services for the client while acting as a single point of contact.
No Conflict of Interest
Our service approach avoids any conflict of interest, allowing us to act as a truly trustworthy partner, advocating for and serving our client.
Integrated service approach
We believe that wealth management should be organized comprehensively taking into account tax, asset and risk management. By considering all performance-related aspects, clients are able to increase their after-tax returns.
Best-in-class service providers
We help our clients achieve their goals by assisting them in the selection of recognized and trusted industry leading experts. We monitor them constantly to ensure our clients’ needs are successfully met.
Institutional Fees
Thanks to economies of scale and our negotiation power toward the service providers, we are able to reduce expenses and offer clients access to institutional fees. This allows our clients to achieve higher returns after taxes and fees.
Single point of contact
Our main driver is the protection of your existing assets and the generation of new, sustainable wealth. To do so, we orchestrate tax, asset and risk management services for the client while acting as a single point of contact.
No Conflict of Interest
Our service approach avoids any conflict of interest, allowing us to act as a truly trustworthy partner, advocating for and serving our client.
Significantly better performance
How does the P&P Family Office increase client performances.
Best-in-class providers
The P&P Family Office selects best-in class service providers with proven experience and coordinates all wealth management activities for you. We act always in your best interest without any conflict of interest.
Tax Management
A thorough tax assessment lies the basis for an efficient and sustainable tax situation. Yearly tax returns and reclaim services optimize your portfolio returns after taxes.
Asset Management
Proper investment guidelines with an individual investment strategy are pivotal for a professional asset management setup. Together with you, we select the best suited wealth managers and banks. We negotiate institutional terms for you and reduce your overall costs.
Risk Management
The P&P Family Office constantly monitors your assets and the dedicated banks and asset managers. We install a proper cost and fee controlling. We evaluate their performance and hold regular private investment committees with you. The consolidation of assets across banks increases transparency and provides a holistic wealth overview.
Better Performance
By strictly integrating tax, asset and risk management, the results are significantly better. In this setup, taxes are optimized, banks and asset managers are monitored and overall costs are reduced. This substantially increases your returns after taxes and fees.
We offer the latest technology innovations
A state-of-the-art risk and asset management technology provides a modern and automated standard that constantly supervises banks and asset managers. With the use of the latest technology we make sure that third-party service providers such as asset managers and banks always act within the investment guidelines and that their fees charged to the client are in-line with the agreed terms.
Moreover, we offer a real time wealth consolidation across different providers allowing clients to overview their financial and non-financial assets anytime and anywhere.