Look after your family wealth Partnering with your family office

Partnering with your family office

Although every family office has unique requirements, common themes include finding investment solutions that go beyond traditional investment services and managing substantial and complex portfolios.

We have seen distinct acceleration in the establishment of family offices around the world. Irrespective of geography, there is a certain consistency to the motivations behind setting up a family office. Mitigating family conflicts, ensuring intergenerational wealth transfer, preserving family wealth, consolidating assets, dealing with a sudden liquidity influx, and increasing wealth management efficiency are some of them.

Another reason for the emergence of family offices is wealth-holding families’ desire to have greater control over their investments and fiduciary affairs, and to reduce complexity.

Credit Suisse has had the privilege of serving the most select families from around the globe for their wealth management needs since 1856. Our family office experts have built a track record in strengthening wealthy families’ ability to preserve, grow and transfer their legacy across generations and market cycles.

We do not provide tax advice, but we will work with your tax and legal advisors to make sure your wealth planning takes everything into account. Tax treatment depends on individual circumstances. You should seek independent tax advice.