SERVICES

Family Office

Managing what you built...

Every fortune has its own history and structure that has grown over many generations. The more complex the structure and the larger the assets, the more important they are:

Holistic viewpoint
Intergenerational strategy
Targeted control
Reliable coordination
Consistent controlling

We are specialised in catering for entrepreneurs and family-owned corporations. Through our experiences, we share similar values and beliefs and have developed a thorough understanding for the legacy of your wealth and its interaction with your corporation.

Wealthguard is a multi-family office that advises wealthy families on all issues regarding their wealth. We have extensive experience in serving German, French, Dutch and English-speaking as well as international clientele and their respective assets.

Multi-family office for families that wish to receive a bank-independent or more comprehensive support

Mergers & Acquisitions

Continue growing your dreams...

Today’s finance and M&A environment is fast paced and multifaceted. The world is becoming a more complex place and so is investing.

Funding today comes from a variety of private and public sources. Increasingly, family offices are becoming an important part of the investment community and assuming a greater role in investing and M&A.

We at Wealthguard are a family office functioning as an adviser that invests in new projects chosen by you. Our investment services focus but not always, to follow the paths that led to wealth creation by your family.

Today’s family office services can also generally be more professionally managed and more focused on the investment criteria and philosophy of the millennium than its founders.

Real Estate

Sales & Search, Estate Management, Property Management, Mortgages...

The provision of long-term, strategic advice to property owners ensures that the property portfolio maintains its value.

The focus is on long-term value preservation and early measures to coordinate succession planning. Controlling tasks and clear reporting structures create transparency and flag up strengths and weaknesses as well as opportunities and risks.

Art Consulting

Art collection planning, Valuation and Authentication, Private and auction sales...

We provide a safe, confidential and easy place to deal with art.

Wealthguard art services is the result of a unique collaboration between a long-standing trusted financial institution and an art market expert.

We believe in an empathic approach to wealth management where we put ourselves in our clients’ shoes to help us understand and embrace their interests, family relationships and history.

Navigating the art world can be challenging at times. We always consider the long-term implications of our actions and apply the highest professional and ethical practices when navigating the art market, remaining an independent advisor and putting our clients’ interests first.