Family Office Services

PROTECTING THE VALUE OF YOUR FAMILY'S HERITAGE

The complex financial functions of wealth spanning multiple generations demands the knowledge and experience of professional financial specialists. Through our tailored consulting and wealth management services, we focus on growing and preserving the value of accumulated wealth over the long-term. Using a dynamic process that allows us to understand your particular requirements, we formulate optimized solutions and the basis necessary to fulfil the requirements of your family.

SIMPLIFYING COMPLEXITY

At Schwarz Gehard we adopt a proactive approach to providing a family office service; we will not only provide our resources, due diligence, research and data relating to a number of opportunities, we also work with specialized investment managers that fit the risk and return ideals in line with objective mandates.

Our service incorporates a customized research effort for the family office investors, such as specific products or programs, stress tests, correlations to existing portfolio investments and risk analysis on specific products and programs that ensures asset performance under a series of market conditions.

INVESTMENT MANAGEMENT

Discretionary & Advisory mandates. Bespoke allocation of capital in the areas that have the most profound effect on your.

Read More