Family Office
Our team, thanks also to the help of a multidisciplinary professional network consolidated over time, offers a complete range of services designed to meet the needs of a growing number of families in the field of managing their family and property interests.
Capital consolidation, ad hoc training programs for the new generations, the introduction of family governance logic and strategic planning are among the core activities we offer in this area.
An experienced team is ready to follow you. Totally independent consultancy and constantly updated.
Reporting & Consolidation
We produce customized consolidated reports that can summarize and reclassify all the financial and non-financial activities of our customers. The objective is to provide a clear and complete view of the assets, results, risks and costs associated with its management.
Training - LCP Academy
We have developed the “LCP Academy” training program aimed at young people with the aim of supporting the generational transition by preparing participants for the responsibilities that await them in managing relationships and assets.
Strategic Consultancy
We assist individuals, families and businesses to draw up medium-long term investment and economic-financial plans. Our strategic consultancy is based on in-depth analysis and a proactive approach in compliance with the client's own values and objectives.
Inheritance planning
We support individuals, families and businesses in defining their succession planning by supervising and integrating the work of all the professionals involved in order to draw up a summary and allow for clear choices.
Negotiation
We support individuals, families and businesses in the negotiation of real, corporate assets with the aim of increasing the efficiency and effectiveness of each transaction.
Relocation & Family Support
We assist individuals and families in their integration in Switzerland, supporting them in their administrative and financial organization and in the search for suppliers and partners.
Contact us
We're here to help you achieve your goals. Contact us for personalized advice and find out how we can support you in managing your assets.
