Trusted Advice with entrepreneurial thinking for wealthy families and private equity professionals
We are a dedicated investment office and advisory boutique offering a select group of families and private equity professionals a highly personalized service built on complete trust and unbiased advice.
Entrepreneurial thinking and long-standing professional expertise for maximum
value creation
Maintain and expand your financial freedom
Our Goal
Build a relationship of absolute trust with our clients.
Our Job
Listen to our clients, question, discuss, bring in critical reflection and target our solutions exactly to our clients’ needs.
Our Team
A considerable amount of experience and our broad and complementary range of skills.
Our Network
Our network in wealth management and private equity works for our clients.
Our Commitment
Independence, transparency, 360° client, tailor-made solutions, long-term relationship.
We are independent, transparent, committed
Our Team
Martin Bürki
Tom Kümmeke
Georgia von Gleichen
Sophie Steinmann
Alexandra Krug
Viktoria Steffen
Violet Lentz
Maha Daouhi
Services
Professional. Experienced. Transparent
Apply professional experience & discipline to manage your financial matters. Founded on research, built around your aspirations. The best asset management talents.
Investment Advisory & Wealth Management
Research
Being independent from any financial institution, we work with complete objectivity and freedom in the sole interest of our clients.
Diversification
We have a transparent and precise fee structure. We only receive fees from and are exclusively paid by our clients.
Built around clients & aspirations
We look after the overall interests of our clients and handle their financial matters just like we would handle to our own.
Monitoring & review
We look after the overall interests of our clients and handle their financial matters just like we would handle to our own.