by Martin Liechti | Dec 5, 2025 | Wealth Management |
The most comprehensive family-first study of its kind, the IMD-FNB Global Family Office Report, is now available and we are proud to have been contributors. Family offices are experiencing a profound transformation. Once quiet back-office structures, they have become...
by Marius Holzer | Jan 25, 2021 | Wealth Management |
Why the Virtual Family Office is the most effective solution for most wealthy families. “I can’t”, says my daughter, slamming her laptop shut. It has been a long day of home schooling and the virtual class meetings take their toll. Stepping out of my last of a series...
by Marius Holzer | Apr 1, 2020 | Wealth Management |
A safe way to preserve capital is not to sell into a stressed market. If despite careful planning and sound risk management selling is unavoidable, be aware of pitfalls and stumbling blocks that lead to increased realized losses. Black Swans, Gray Rhinos and...
by Marius Holzer | Oct 24, 2019 | Wealth Management |
Buy a cheap asset, watch it appreciate, and then sell it. What sounds like a simple and intriguing recipe for investment success is probably one of the most complicated to implement. On one hand, we are neurologically coded to have greater risk appetite in bull and...
by Marius Holzer | Sep 11, 2019 | Wealth Management |
The falling tree and the value of an independent advisor I recently had a falling tree knocking out power of the whole neighborhood. I was puzzled, as it occurred in the middle of a sunny, windless day, but even more so, as I have had an Arborist from a well-known...
by Marius Holzer | Aug 7, 2019 | Wealth Management |
Entrepreneurs create wealth – failed succession destroys it Two-thirds of the wealthiest families globally are self-made (1), a proportion that continued to grow over the last decade at the expense of inherited wealth. This trend seems to be largely driven by...
