Wealth planning

A good family office is known for its ability to preserve and grow the net worth of the families who entrust their assets to it.

A whole range of risks can put a family’s assets in jeopardy: conflicts between spouses, assets blocked during a succession, political and economic instability in certain countries, confiscatory tax regimes, loss of control of the family company, crime and violations of personal privacy are just a few examples.

At Onyx & Cie SA, we help clients minimise these risks while sustaining their wealth for future generations.

We use all the options available to us to assist clients as they safeguard and organise their assets and investments. This may include forming trusts, family foundations, investment funds or holding companies, preparing prenuptial agreements or family charters, taking out life insurance investments or helping clients relocate to countries with more favourable tax regimes.

We begin with an asset portfolio assessment and then work closely with our clients and other group subsidiaries to determine how assets can best be held, taking into consideration changes in the client’s personal situation as well as economic, legislative and fiscal developments.

Every one of our clients is unique. We work to produce bespoke solutions through which we can create value together.

At Onyx & Cie SA, we also provide monthly progress reports to keep our clients up to date and reassure them that their assets are in good hands.

“Life is an unpredictable and sometimes stormy journey. At Onyx & Cie SA, we help families create flexible, lasting structures to protect their assets and ensure their wealth is transferred smoothly to future generations.”