Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch
Dr. J. Bollag & Cie. AG – Unter Altstadt 10 – CH-6302 Zug
T +41 41 729 08 08 – F +41 41 729 08 09 – office@bollag.ch
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Family Office
Reducing complexity in business and private matters.
SAFEGUARDING WEALTH OVER GENERATIONS
Many successful individuals struggle to align their complex professional lives with the current and future needs of their families, often across macro-economic cycles, continents, and jurisdictions.
Traditional family office offerings focus on simply managing the financial aspects.
By immediately outsourcing the rest to third parties, however, they only add another layer of service providers to worry about.
IN-HOUSE EXPERTISE DEVELOPED OVER 40 YEARS
Since 1978, we have carefully built and fine-tuned our in-house family office capabilities to expertly handle most of the challenges our clients face.
They have enjoyed truly integrated solutions that are tailored to the individual needs of each client family, coordinated by a single, highly dedicated point of contact.
In-house Family Office capabilities
- Investment advisory & solutions*
- Real estate consulting & management
- Tax & insurance optimization
- Swiss residences & work permits
- Relocation services
- Estate planning & wealth transfer
- Commercial & banking transaction management incl. letters of credit
- Company and trust (re-)structuring,
mergers & acquisitions - Company management services & regulatory compliance
- Controlling of banking services & consolidation
- Backoffice and admin services
*With Tramondo Investment Partners AG, Dr. J. Bollag & Cie. AG (Family office) has its own investment arm which is licensed by the Swiss Financial Market Supervisory Authority (FINMA).
How can we be of assistance?
Why not contact us today to find out how we can safeguard wealth over generations, and reduce your complexity in business and private matters.
Your Family Office Contacts
Marco Hochuli
Department Head Family Office
Banker, Advanced Federal Diploma of Higher Education
marco.hochuli@bollag.ch
Yolanda Zemp
Senior Relationship Manager
yolanda.zemp@bollag.ch
Galia Fischer
Relationship Manager
galia.fischer@bollag.ch
MLaw, Dr. phil. Tetyana Miller
Legal Counsel
tetyana.miller@bollag.ch
About
Dr. J. Bollag & Cie. AG is a group with more than 40 years of experience in advising families and entrepreneurs at home and abroad. In addition to specialising in holistic family office mandates, the Group provides complex services across the business areas of tax & law, corporate services and finance.
Contact
Dr. J. Bollag & Cie. AG
Unter Altstadt 10
CH-6302 Zug
T +41 41 729 08 08
F +41 41 729 08 09
office@bollag.ch
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