Vorteile

• 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 meetings with the whole family enhance transparency between family members across generations.
• 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.

Cost Savings

• • 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. (See Chart)
  • Possibility to invest jointly with other P&P Family Office’s clients opens new investment opportunities for a shared cost.

Time Savings

• • Single-point of contact allowing the client to discuss exclusively with the P&P Family Office rather than every service provider independently
  • The processes between Tax, Asset and Risk Management can be optimized and interactions for the client can be reduced as P&P Family Office is well informed about the client’s wealth structure and has access to relevant documentation.

• Consolidated reporting allows the client to have a clear overview of their income and wealth at any point in time and to better 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 and the identification of risk concentration across multiple portfolios and legal entities.
• The consolidated reporting serves us as a risk management tool to monitor third-party service providers to make sure they always act within the investment guidelines and the fees charged are in line with agreed terms.

• 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.
• 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.

• 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 Family Office since many burdensome and time-consuming processes are automated, hence increasing staff availability.

• Ongoing monitoring of third-party service providers to make sure 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.

• 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 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.

• 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.

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

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