Personalized investments advice for worldly investors. Personalized investments advice for worldly investors. Personalized investments advice for worldly investors. Personalized investments advice for worldly investors

We provide customized services for family offices, family foundations, and family businesses

We know through long experience that every family office is as unique as the family that it serves.

Our more-than 1,400 clients worldwide range from newly created, first-generation family offices to large, established, multi-generational family offices.

We customize a strategy for each of them, drawing from our comprehensive offering of investments, lending, liquidity management, wealth planning, technology solutions, and philanthropic advice.

Among our specialities are creating cross-border strategies for clients with family members, businesses, and foundations in many parts of the world.

We can also offer institutional-level services, ideas, pricing, and execution for eligible family offices with sophisticated needs.

Our dedicated program of events brings together families and family offices to share ideas, experiences, and best practices.

Services for family offices

Comprehensive services for family offices of every size and structure.

Family office

Investments

Global Investment Lab

Investment Finance

Banking

Custody

Trust and wealth planning

Real Estate

Art advisory and finance

Aircraft finance

Sports advisory and finance

Events

Global client service

Our clients are increasingly global in their family and business presence, and therefore require a global Private Bank that can seamlessly provide banking, financing, investments and wealth planning services across the world.