What is a
Family Office |
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Why use a
Family Office |
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Services of a
Family Office |
“It requires a great deal of boldness and a great
deal of caution to make a great fortune, and when you
have got it, it takes ten times as much wit to keep it.”
Nathan Rothschild (1777–1836)
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The most effective approach for a family of significant wealth to preserve and enhance its capital through the
generations is by the creation of a properly functioning Family Office.
There are a number of different concepts behind the term “Family Office”, also known as a Family Trust, or a
Family Foundation. The meaning, however, is the same: a Family Office is a more or less developed structure that
manages part or all of the family’s wealth.
The staff of UNIKOM AG’s Family Office are experts in the legal and tax fields. They help to promptly resolve
any and all issues concerning the management of the family business, optimize the family’s taxes, and arrange for
the smooth transfer of inherited property.
We can help you create an efficient Family Office in Switzerland
 Today’s world
is shaping its own quality standards, and its own philosophy and values. Our clients run their businesses in a dynamic
world that is constantly changing, a world in which it is not uncommon to have to consult regularly with lawyers, tax
experts, financial advisors, notary publics, and real estate agents.
Our efficient Family Office helps make the lives of our clients easier and more convenient, and keeps family businesses
well-managed and profitable.
The difference between a Family Office and, for example, a financial advisor or a notary public is that the Family
Office can promptly take care of any of the family’s needs (the purchase of real estate abroad, organizing corporate
events, the sale of a stake in a business, or examination of the legal implications of a family member’s divorce),
whereas an external consultant is also involved in other matters completely unrelated to the family.
Furthermore, the tasks of a Family Office include anticipating any potential problems within the family; and here the
mutual trust between the family members and the Family Office plays a critical role.
In addition, a Family Office helps maintain peace and harmony within a family, preventing any conflicts among
family members.
Five reasons for a wealthy family to turn to a Family Office
 Family’s financial assets grow to a level that
requires full time professional management
Time required by family members to manage family’s
assets is detracting from effective
running of the business, and the business is at risk of suffering
Family members want to separate management of their
personal financial assets from
those of the business for purposes of confidentiality
Expertise of founding patriarch is no longer available
for some reasons; next generation
not willing of taking on family capital management responsibility
Needs of growing number of family members,
requiring increasingly diverse management
solutions, can no longer be effectively met by family’s
existing resources
By taking advantage of UNIKOM’s Family Office services, you can not only safeguard your family capital,
you can also make sure that it works and generates income for you and your family members. Our services will make
your life easier and more convenient.
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