Family Office Services
Protect your assets, grow your wealth, and plan for the future.
It is never a bad idea to ask for help. No one expects a single person to take care of their finances, manage a portfolio, save for retirement and education of future generations, manage assets, and more on their own – especially when they have a large number of expensive assets.
To remedy this, Goldbach Capital offers family office services to clients and families with assets under our management in excess of CHF 10 MM.
Planning your wealth is important and many believe they can do their research and put a plan in place. Unfortunately, it is not that simple. There is not a plan out there that can be applied to everyone. A wealth management plan takes a lot of consideration and extensive knowledge of wealth planning options.
With the help of financial planning, and the family office services of Goldbach Capital, you will be able to predict where you will be in the years to come by evaluating where you are currently, what sources of income you plan to have in the future, investments you plan to make, and your retirement plans.
Portfolio management may be one of the most important steps in your financial planning. Optimizing your portfolio means selecting the proportions of assets to be held in a portfolio so that the portfolio performs well.
A risk management plan will set you up for success. Wealthy investors need to protect their private assets. As a savvy investor, you should be fully equipped with a plan to combat the many kinds of risks out there.
Risk management can be applied to your personal finances, managing your business, and family investing. Applying a risk management strategy to your financial plan, you can protect your assets to the best of your ability. Be knowledgeable of the risks you are facing, and how to handle the situation if you encounter them, you can be equipped for success.
It is never too early for retirement planning. While retirement should be the most stress-free time of your life, the amount of planning that goes into it is significant. If you want to have a truly worry-free retirement, you are going to want to save. Whether you want a quiet retirement at home amongst friends and family or exploring cultures offshore, having a plan on how you will save the right amount of money is essential.
After we’ve helped you choose the assets that will work best for you, you will want to protect those expensive assets you have worked hard to grow. One of the easiest ways to protect your assets and investments from risk is to diversify your income. There is always the possibility that one of your sources of income may take a drastic hit. If you make all over your family investments into one sector, you are opening yourself up to an array of events and certain markets may not be as strong as others.
Our goal at Goldbach Capital is to apply our family office services to ensure that high-net-worth clients have the proper tax planning they need to succeed. When it comes to tax planning, there are many different plans one can pursue to enhance their tax experience. Additionally, with the numerous factors that go into thorough planning, it’s nearly impossible to do it on your own.
Depending on the goals of an individual, their level of income, and the tax laws of their current home country, there are various ways to optimize taxes. Since there are so many factors, a financial advisor is always recommended for an individual with high income and numerous investments.
With the services offered by Goldbach Capital, high-net-worth individuals will rest assured that they are saving the most they can on their taxes. Our experts can work with you and your portfolio to figure out what will work best for you. Have you considered going offshore? Leaving your home can mean behind the tax burdens you were tied down to.
When choosing to live or do your financial activity abroad, you get to take advantage of big tax savings. Determining which taxes you will be responsible for is a good thing to consider before you go so you can plan accordingly.
Here are some of the other family office services offered by Goldbach Capital:
• Next Generation Education
Ensuring your future family has the education they need to succeed is one of the many privileges of being financially savvy. Incorporating savings for next-generation education in your overall financial planning will ensure you can meet these goals.
• Art and Car Collection
For wealthy investors looking for a new kind of investment often grow their wealth by collecting fine art and classic cars. It allows investors to keep their wealth and also have an asset that looks great!
Investing in antique and classic cars can be a great option compared to traditional investments, largely due to the possibility of high profit.
• Yacht and Jet Management
• Staff Payroll
• Event Planning
• Concierge Services
Accounting and Consolidation
• Portfolio Monitoring
• Asset Consolidation
Our Hands-On Approach
Goldbach Capital has the knowledge and resources to become the trusted partner of wealthy families. We offer a comprehensive range of services, by combining proprietary expertise with an external pool of first-class advisors.
Each client can decide which modules he wants to engage Goldbach Capital on. Thanks to its efficient and cost-effective solutions, Goldbach Capital is a credible alternative to existing or projected in-house organizations.
Goldbach Capital utilizes close interaction with our clients as the heart of our process in order to fully integrate each family’s vision and core values. We pride ourselves on being a fully independent entity, able to activate all external resources and competencies needed in order to deliver services with asset protection, growth, and monitoring, life simplification, and cost-cutting at the forefront of our strategies.