Associate Family Officer Associate Family Officer
Associate Family Officer

Associate Family Officer

To be a family officer requires a high level of expertise and excellent knowledge of all asset classes, including legal and tax aspects. Our associates should hold a university degree in business management or similar topics. Ideally they can already offer some years of professional experience in wealth management with an overall approach including all relevant asset classes. .

In case you offer several years of professional experience and parallel professional training instead of a university degree your application is also welcome.

You have an outstanding level of customer orientation and have high communicative and diplomatic skills. You display flexibility, initiative, willingness to work and to be a team member and a great commitment to our clients, including some diplomatic skill. Additionally, you have the necessary motivation to qualify as a financial planner or estate planner.

Further Topics at a Glance

A family office can be an ideal partner and support you and your family on many levels.
Any form of intensive cooperation requires mutual understanding at the level of shared values.
Our clients are looking for support with very different issues. Independent advice and moderating support can be useful here.
With our comprehensive range of advisory services, we can meet the challenging task of safeguarding larger assets over several generations.
We will be happy to take the time to provide you with more detailed and individual information and answer all your questions in a personal meeting.