Family Office
Tailored Solutions for Your Family and Finances
At the Family Office, we develop solutions that perfectly align with your individual needs. Our services are always built on our deep understanding of capital markets. As your central point of contact, we coordinate everything from strategic structuring to investment and succession planning. More than simply optimizing your risk-return profile, this is about trust, values and protecting the things that matter to you for the future.
In our experience, family structures and financial planning often overlap. Adding an operational family business into the mix brings a whole set of additional factors to consider. That is why the key to our approach is understanding how finances, legal considerations, business interests and personal relationships interact: only when they are all in harmony can you truly secure the future you want.
The FERI Family Office: Expertise, Independence and Vision
No two families are the same. When FERI’s founding family started the company more than 30 years ago, their idea was to provide solutions as unique as each family’s values, goals and needs. Since that time, we have been advising generations of discerning families on every aspect of wealth management with expertise, independence and long-term vision.
Preserving value over generations
Integrating finances, tax, legal aspects and your family values
Access to all FERI’s expertise – including the FERI Cognitive Finance Institute and FERI SDG Office
Digital overview of all your assets with user-specific access rights
Clear decision-making structures and proven processes – protecting you even in complex situations
With us, you will have a partner at your side who understands your values and has the vision to guide you safely to your goals – a constructive sparring partner with family roots, backed by institutional expertise.
Clarity, Security and a Long-Term Mindset – The Structured Way to Achieve Your Goals
Our consulting approach combines three key aspects:
With this structured approach, we provide clarity, security and a long-term mindset.
Contact us to learn more about how we can support you and your family.
