FAMILY OFFICE SERVICES
KEY FEATURES OF
Our Family Office Services
We work with a selected number of international families and entrepreneurs who value the assistance of an experienced, trusted, and coordinated Swiss-based team for the administration and organization of their business and family structures.
Our role is to act as their dedicated administrative and coordination office, providing support in financial reporting, corporate management, compliance documentation, and multi-jurisdictional administration.
We liaise with banks, external legal and tax advisors, and other service providers to ensure that each client’s affairs are efficiently structured and professionally managed on an operational level.
Each Family Office mandate is designed to provide clarity, time efficiency, and transparent oversight ensuring that families and entrepreneurs retain full control and decision-making authority while benefiting from seamless execution, reporting, and project management.
Family Office Services
Consolidated accounting, budgeting, and financial planning for multi-entity structures.
Coordination with external legal and tax advisors to maintain compliant documentation for inheritance and estate structures.
Corporate, VAT, and personal tax coordination, as well as FATCA, CRS, and KYC documentation management.
Assistance with internal control frameworks, AML documentation, and compliance oversight.
Coordination of meeting minutes, resolutions, and director mandates for companies, foundations, and trusts.
Accounting and financial management for real-estate holdings, including rent collection, vendor payments, and reporting.
Management of personal and household documentation, travel arrangements, and vendor coordination.
Administrative support for charitable and foundation structures, including compliance documentation and reporting.
Implementation and oversight of MIS, accounting, and data-tracking systems.
- Consolidated financial reporting
- Performance reporting
- Regular family meetings and communication
- Creating and maintaining family constitutions
- Family meetings and decision-making structures
- Mediation and conflict resolution
Liaison with external advisors and institutions to support educational planning and family governance initiatives.
Note: Swiss Quantum Finance AG does not offer any form of investment management, wealth management, or securities advisory. All services focus on administrative, compliance, and reporting functions.
FAMILY OFFICE SERVICES
Our Approach & Strategy
We are committed to providing families and entrepreneurs with a comprehensive range of administrative, coordination, and advisory support services that go beyond traditional family office models.
Our dedicated Swiss-based team works closely with clients to design customized frameworks for financial reporting, governance, compliance, and multi-entity organization, ensuring clarity and efficiency in the management of their affairs.
Every family is unique, and so are their financial needs. Our team will work closely with you to understand your specific goals and concerns. We then tailor our services to meet your exact requirements, whether it’s wealth preservation, intergenerational wealth transfer, philanthropic initiatives, or other objectives.
We understand the importance of maintaining the utmost discretion and trust when managing your family’s financial affairs. Rest assured that your personal and financial information will be handled with the highest level of confidentiality.
Our team is dedicated to providing you with timely and proactive support. We continually monitor your financial situation and adapt our strategy to respond to changes in the market or in your family’s circumstances.
Our family office services encompass a wide range of financial, investment, and administrative solutions.
Our experienced team includes financial advisors, estate planning experts, tax professionals, and investment specialists, ensuring you have access to a wide range of expertise under one roof.
With a global outlook and a deep understanding of local markets, we offer you a wide perspective on investment opportunities while being sensitive to your specific regional and cultural needs.
Our services extend beyond the current generation, considering the financial well-being of your children and grandchildren. We assist in creating a lasting legacy.
what makes us different
Our Approach to Family Office Support
Client-Centered
We prioritize your unique objectives, values, and operational needs. Our team provides personalized administrative and reporting frameworks designed to support your financial and business structure efficiently and transparently.
Collaboration
We work closely with your existing bankers, accountants, lawyers, and investment advisors to ensure that all administrative, compliance, and reporting requirements are managed in a coordinated way.
Transparency
We believe in full transparency in our operations and reporting. Clients receive clear, easy-to-understand summaries of financial accounts, transactions, and documentation, ensuring confidence in every process.
Ongoing Assessment
We conduct regular administrative and compliance reviews, coordinating with your trusted advisors to keep documentation, reporting, and governance up to date with evolving structures, regulations, and tax requirements.