An institutional approach for managing family wealth across generations
Pictet’s Family Office Services was created in 1998, although our tradition, experience and expertise in managing family wealth stem from the Bank’s inception in 1805. There is far more to protecting, growing and monitoring assets than just choosing the right investment strategy, vital though that is.
In an increasingly complex world, we accompany wealthy families and individuals in developing a structured, holistic and comprehensive approach that reflects the family’s objectives. Managing wealth successfully involves drawing on a broad range of services. We have thus designed a solution-oriented process based on three principles of governance.
Managing and nurturing family wealth
Whether you are an entrepreneur or an inherited wealthy family, solid foundations are essential. It is vital to establish a family strategy with short term and long term objectives, supported by an efficient and organised platform to deliver your family’s ambitions. Philanthropy can be part of one of these objectives, where a common goal can be a means to further unite the family and offer unique educational virtues.
One philosophy, three key components
Aligned to your needs and objectives, we make full use of diversification opportunities by building from the broadest base of investment managers and tools, and extending, when appropriate, into non-traditional and illiquid assets. We accompany you through the journey of 1. devising your strategy, 2. deciding on your portfolio architecture and 3. selecting and coordinating your multi-asset and multi-manager platform.
Complexity made simple
We extend a one-stop shop Global Custody offering with a single entry point, providing a full and comprehensive overview of your total wealth. Best-in-class tailor-made reporting identifies opportunities and risks. Our around-the-clock trading provides maximum flexibility and seamless coverage across all significant asset classes and markets.