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An independent, experienced professional partner without conflicts of interest to support you in preserving and managing your wealth.

The 8 Building Blocks of our Services

The Services 4, 5, 7 and 8 are constructed in modular fashion and can be used individually or in combination.

The 8 Building Blocks of our Services

1. Value Definition

  • Definition of family values
  • Family governance
  • Mission statement
  • Decision making
  • Philantropy
  • Succession Planning

2. Asset Planning

  • Risk appetite
  • Liquidity needs
  • Financial goals
  • Time Horizon

3. Strategic Asset Allocation and Monitoring

  • Investment Strategy and Asset Allocation including Alternative Investments (PE, RE, HF)
  • Selection of asset managers
  • Risk monitoring
  • Performance review

4. Real Estate Management

  • Management of privately used real estate
  • Organisation of property management for income generating real estate portfolio
  • Selection and control of external providers

5. Insurance, Legal, Tax and Accounting

  • Obtaining all necessary documents for these services
  • Selection of external partners
  • Ongoing controlling and periodic review
  • Relocation Services

6. Consolidated Reporting

  • Consolidation of all mandates across all banks
  • Monthly performance measurement and benchmarking
  • Monthly discussion of financial reporting
    including ‘educational sessions’

7. Company Management

  • Targeted control and coordination of executive boards
  • Representation in boards of directors

8. Concierge Services

  • Travel arrangements
  • Document management and storage
  • Personal Assistance (PA)

The Services 4, 5, 7 an 8 are constructed in modular fashion and can be used individually or in combination.

Our 5 service bundles

The comprehensive services along the core competencies of the Planura team can be provided either as a whole or as one of the 5 service bundles – tailored to customer needs

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Wholistic Family Office Services

Comprehensive organisation and management of wealth including liquidity handling and concierge services.
Relocation services.

Strategic Asset Allocation and Monitoring

Asset- and Liquidity-Planning, Risk Profiling, Comprehensive management and organisation of wealth (eg. Strategic Asset Allocation) including monitoring of Tactical Asset Allocation and performance.

Portfolio Health-Check and Monitoring

Review of existing solutions (perfor-mance, cost, etc.), i.e. in the area of Asset-Allocation based on Risk Profile and Liquidity needs.
Either as one-time service or with quarterly monitoring.

Advise for Foundations and Trusts

Independent support and advice to the Board of Trustees / Foundations in order to safeguard the assets (e.g. Asset Allocation, Manager Selection and monitoring).

Transaction Support for illiquid Investments

Support for Sourcing, Structuring, Management and Exit for Alternative Investments like Real Estate and Private Equity.

Planura Family Office Switzerland AG
Poststrasse 26
6300 Zug

+41 41 725 36 40
info@planurafo.ch