Quick contact: BZ Wealth Management SA | Place de la Gare 4 - CH - 1001 Lausanne | +41 (0)21 623 10 00

Family Office

Our expertise – your future

At BZWM our aim is to assist the family over the long term with structuring and developing their private fortune and ensuring that it endures. In so doing, we act as a permanent advisor and auditor for the family’s overall wealth situation.

We are convinced that the cooperation between a family office and an independent external service provider is a key factor for ensuring the success of the family office. BZWM’s team helps its clients with and advises them on the following services:

  • Family governance;
  • Passing on values;
  • Wealth engineering and investment monitoring;
  • Risk control;
  • Legal and tax advice;
  • Accounting and bookkeeping;
  • Advisory activity;