Consolidated Services

UPHOLDING THE RESPONSIBILITIES OF WEALTH

Our family office services are designed to uphold the responsibilities that arise from owning sizeable family assets. Under our guidance we help families achieve their goals whilst providing the necessary support they need during the proactive management of their wealth. We pay dedicated attention to family specific goals before acting upon and coordinating their assets.

Our highly diligent approach requires that at least two in-house professionals and one senior partner is assigned to oversee major actions involving the development and continous management of each family office structure.

COMPREHENSIVE WEALTH MANAGEMENT

To further support each family office we draw upon the expertise of our strategic network of service providers. Our associates are specialists in areas of real estate, asset structuring, legal, philanthropic allocation, arbitration, medical and insurance.

Schwarz Gehard can guarantee a fully comprehensive in-house service without relying on third party assistance. This approach offers piece of mind to our family office clients in light of confidentiality, security and discretion concerns.

Equites:
Global market exposure

Diversified equity allocation participates in a number of developed and emerging economies.

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Fixed Income:
Balanced capital allocation

Access to a range of high-yield corporate and sovereign bond fixed coupon issues.

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Capabilities

Capturing value in line with fundamental risk analysis

Working with private investors and institutions to deliver realistic solutions to help overcome the challenges they face under the current economic climate.

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Investment Capabilities