At Wealth Management Group AG, we act as a trusted partner to families across generations, providing organisation, structure and long-term stewardship across every dimension of their financial lives.
Our Family Office and Multi-Family Office services ensure that your investments, planning structures, reporting, banking relationships and family priorities are aligned, coordinated and designed to endure.
Our role is to simplify complexity, remove administrative burdens and ensure your affairs run smoothly across jurisdictions.
We coordinate with your existing banks, lawyers, accountants and trustees — or help you build a trusted network from the ground up.
We consolidate all financial information — investments, structures, real estate, liquidity, obligations — into a clear, comprehensive overview.
This gives you a total picture of your wealth across all institutions and asset classes.
Succession & Estate Planning Coordination
We assist with structuring assets for future generations, ensuring smooth inheritance pathways and clear family governance.
This includes:
For families requiring formal structures, we coordinate, oversee and manage relationships with trustees, lawyers and corporate service providers.
Our focus is on creating stability, asset protection and long-term clarity.
Investment Oversight & Manager Selection
We monitor all external bank and asset manager relationships, ensuring performance, fees and mandates remain aligned with your objectives.
This includes:
Lifestyle & Administrative Support
We can also assist with the practical aspects of affluent family life, from documentation to coordination of key providers, always performed with discretion.
To discuss how we can support your family with structure, clarity and long-term vision: