Family Wealth Office

Swiss Financial Services is a family and employee owned business, where we understand the value of confidentiality and personal service. We are truly independent, thus offering you services free of conflict from the investment management process or service cross-selling.

We appreciate the difficulties involved in attaining a consolidated overview of your investable assets. We also understand that despite many service providers offering consolidated overviews, most are not truly independent, and thus wish to offer you additional advice or sell you a variety of investment products. We are truly independent and have no strategic intent to provide investment advice or banking service.

We offer a range of valuation and reporting services to suit your needs. To learn more about our high-touch, independent services please write to us or give us a call (see Locations).

An example of our Family Wealth Offices consolidated reporting is enclosed here. We also offer expert services in the way of fund set-up and accounting.

Sample Consolidation Report

Download a sample reporting PDF >