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

Family Office

Working for the family to achieve top-class performance

Family businesses often choose to set up family offices that have the expertise to support and help the owners of the businesses to fulfil their obligations and exercise their functions.

BZWM’s family office services are aimed at those families who want to maintain and increase their wealth over several generations. BZWM relies on its own specialist knowledge and on external partners who are experts in each of the specific areas of business to provide a service of faultless quality and one that is completely unbiased.

BZWM’s family office offering also includes strategic and operational advisory services that are adapted to the particular requirements of each of our clients. The needs of wealthy families vary. Consequently, the structures and organisation of the family offices can be adapted to meet these different needs.

  • Joint investments;
  • Public-interest projects;
  • Private-equity risk-capital investments;
  • Tax and legal advice for shareholders and family members;
  • Family relocation and/or domiciliation;
  • Preparing tax returns;
  • Family governance, estate and tax planning.