INVESTMENT COSTS
FEE BASED ON ASSET SIZE
|
Assets to be structured |
Consulting Fee |
|
EUR 10–25 million |
EUR 100,000–250,000 |
|
EUR 25–50 million |
EUR 250,000–500,000 |
|
EUR 50–250 million |
EUR 500,000–2,500,000 |
|
EUR 250 million–1 billion |
EUR 2,500,000–10,000,000 |
|
EUR 1–10 billion |
EUR 10,000,000–100,000,000 |
|
EUR 10–100 billion |
EUR 100,000,000–1,000,000,000 |
The specific remuneration will be individually calculated and agreed upon before the start of the mandate.
OPTIONAL
PRIVATE WEALTH ANNUAL RETAINER
After the initial structuring is completed, an ongoing annual strategic retainer can be agreed upon.
0.4% P.A.
of the individually managed assets.
The annual fee is to be paid in advance.
The specific services and scope of ongoing support will be individually defined in the mandate agreement.
PRIVATE WEALTH INVESTMENT MANAGEMENT
For selected clients, we offer individual asset management and strategic investment support for investment volumes starting from 100 million Euros.
1.5% P.A.
of individually managed or invested assets.
The annual fee is to be paid in advance.
The specific investment strategy, selection and weighting of investments, as well as the scope of ongoing asset management, will be individually defined based on the mandate.
The minimum size for an investment mandate is 100 million Euros of investable capital.
The specific investment objectives, risk parameters, investment guidelines, and remuneration will be agreed upon in the respective individual mandate agreement.
CONSULTING FORMATS
ZURICH — PRIVATE CONSULTING DAY
STANDARD
Personal consultations take place in Zurich by individual appointment.
The consultation day is designed as an exclusive 1:1 appointment.
Personal. Discreet. Without an audience.
ONLINE PRIVATE CONSULTING
Upon request, consulting can be conducted entirely online via Zoom.
Online consultations are spread over several appointments.
FIRST APPOINTMENT
approx. 2–4 hours
Analysis of your financial situation and collection of relevant initial data.
SECOND APPOINTMENT
approx. 1.5–3 hours
Presentation and detailed explanation of your individually developed target structure.
Typically, several days pass between appointments for strategic elaboration.
ONLINE ADVANTAGE
If the consultation is conducted entirely online, you will receive a:
25% ONLINE DISCOUNT
WORLDWIDE PRIVATE CONSULTING
Upon request, a personal consultation can also be conducted at your business or residential location.
For international travel outside of Zurich, individual travel costs apply.
International travel
from EUR 90,000
Intercontinental travel
from EUR 225,000
Final travel costs will be individually confirmed before scheduling the appointment.
SPECIALIZED 1:1 CONSULTING
In addition to comprehensive private wealth consulting, individual strategic topics can be commissioned separately.
Inheritance Tax Strategy
EUR 30,000
International Succession Planning
EUR 50,000
Global Residence & Domicile Strategy
EUR 75,000
Onshore & Offshore Corporate Structures
EUR 40,000
Excluding formation and registration costs.
Onshore & Offshore Banking
EUR 35,000
Excluding account opening fees, minimum capital, and other bank charges.
Including coordinating support for the preparation and submission of required documents.
Tax and Exit Strategy for Stocks & Dividends
EUR 75,000
Trust Structures – Full Package
EUR 150,000
Global Asset Protection
EUR 125,000
STRATEGY & TRANSFORMATION ENGAGEMENTS
FOR COMPANIES & REAL ESTATE COMPANIES
Acquisition Strategy for Real Estate Companies
EUR 350,000
For real estate companies with a property portfolio starting from approx. EUR 30 million.
Cash Flow Enhancement for Real Estate Companies
EUR 350,000
For real estate companies with a property portfolio starting from approx. EUR 25 million.
Company Value Enhancement for Real Estate Companies
EUR 350,000
For real estate companies with a property portfolio starting from approx. EUR 20 million.
General Corporate Optimization
EUR 850,000
Exclusive strategic transformation mandate for companies with approx.:
EUR 50 million annual revenue
and
EUR 20 million EBITDA
Cash Flow Enhancement for Companies
EUR 1,000,000
For companies with approx. EUR 50 million annual revenue.
Private Wealth Management & Family Office – Full Package
EUR 1,500,000
For private individuals and families with assets starting from approx. EUR 100 million.
Corporate Restructuring
EUR 3,000,000
Exclusive strategic transformation mandate for companies with an EBITDA starting from approx. EUR 50 million.