Family office
At Nievergelt & Stoehr family office, we offer you comprehensive and tailor-made services and advice. In particular, we focus on the areas of wealth, investment, estate and financial planning for families as well as for individuals. We support you in managing your assets, and we also offer you financial and investment services.
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Our primary aim is to understand your individual needs and those of your family and to work together to find comprehensive solutions to promote your long-term financial success.
Family office services
At Nievergelt & Stoehr, an experienced and comprehensive team of lawyers is at your side to provide you with professional support in all legal matters. In addition to our legal services, we also offer notarial services.
Our partner law firm Nievergelt & Stoehr is at your disposal:
The wealth management services of Nievergelt & Stoehr Family Office offer you comprehensive support in managing your assets. We work closely with first-class financial institutions and asset managers to provide you with a first-class range of services. Our services include:
Selection of a bank We help you select one or more suitable banks that meet your individual requirements. We take into account factors such as reputation, experience, financial stability and quality of services as well as your personal situation in order to guarantee you the best possible constellation of banking relationships. We also help you optimize the fees for your existing banking relationships.
Definition of investment strategy Together, we develop a clear and well thought-out investment strategy that suits your objectives and your risk profile. We advise you on how to put together a balanced portfolio of liquid and illiquid assets in order to achieve appropriate diversification and return.
Selection of asset manager We support you in selecting the best asset managers that meet your individual requirements, are leaders in their respective areas of investment strategy and asset classes and who can thus optimally implement your chosen investment strategy. We take account of factors such as track record, investment approach and transparency.
Due Diligence In respect of investment projects, we review these for you and point out potential risks and problems. Our due diligence is performed in accordance with international standards and also includes setting up the relevant data room.
Board seats Nievergelt & Stoehr Family Office establishes an effective and transparent board setup for you or supplements an existing board with an independent expert to ensure clear governance structure and appropriate monitoring of asset management activities. We support you in defining policies, selecting independent board members and implementing control mechanisms.
Consolidation We offer you a comprehensive overview of your overall assets and support you in consolidating your assets. By taking a holistic view of your financial situation, we can help you make better decisions and exploit synergies.
Reporting We provide you with regular and detailed reports on the performance and composition of your portfolio. Our reports are transparent, easy to understand and provide you with the information you need to assess the success of your asset management.
Financing operations Our team is there to help you find tailor-made financial solutions for your individual financing needs (bank financing, leasing, etc.).
Welcome to our exclusive Luxury mobility | Assets services that provide you with first-class support in managing your luxury assets. Our full range of services includes yacht services, private jet | aircraft services, art management, management of your jewelry assets and auction support.
Yacht services We organize charter services, deal with the management of your yacht, offer expert advice on buying and selling, arrange safe transport and provide comprehensive insurance solutions.
Private jet | aircraft services You can charter private flights with us, benefit from our comprehensive aircraft management, receive professional acquisition and sales advice, rely on first-class maintenance and repairs, and hire highly qualified crew members.
Art We offer you a comprehensive range of services in the art management area. This includes professional advice, assistance in the acquisition and sale of works of art, safe and professional transport of art, as well as the evaluation and management of your fine art assets.
Our services are geared to the highest standards in terms of quality, discretion and customer satisfaction. We work with a network of world-class experts to ensure your luxury assets are optimally managed.
Our real estate services at Nievergelt & Stoehr Family Office offers you comprehensive support in the effective management of your real estate. We offer a variety of services in the listed areas.
Developer's representative We act as your trusted partner and represent your interests throughout the entire construction process. Developer representation provides support in project planning, selection of project partners and contract management. We monitor the progress of construction for you, monitoring the quality of construction and the costs. We make sure the project progresses according to agreed standards, schedules and budgets. In this way, we ensure that your vision and quality standards are implemented.
Project development We offer you a comprehensive project development service for real estate projects. From the identification of suitable locations through feasibility studies to planning and implementation, we support you at every step of the development process to ensure that your project is successfully implemented.
Building maintenance We safeguard the long-term value retention of your property through professional building maintenance, to ensure that your buildings remain in top condition and have an optimal lifespan. This includes planning maintenance requirements, managing contracts with service providers, budgeting and cost control, coordinating repairs, monitoring safety and promoting energy efficiency and sustainability. The Family Office contributes to maintaining and increasing the value of real estate in the long term.
Our real estate services provide you with professional support to maximise the success of your real estate investments.
We take over the organization and management of all private affairs of your family. This includes invoice management, insurance management and other administrative tasks. We relieve your family of time-consuming tasks and provide efficient management to make your life easier.