Private Services
Prepare for the future, think outside of traditional investments, and have fun.
Our high-net-worth clients don’t just come to us for assistance with their financial planning, tax assistance, and asset protection. Our private services ensure that other parts of our clients’ lives are also taken care of. We take our hands-on approach that has assisted many with their financial planning and apply it to private services such as next-generation education, art and car collecting, and yacht and jet management.
If you have any questions about our private services or any of our other family office services, our team of experts is eager to help. Contact us below.
Next-Generation Education
Our family office clients are high-net-worth individuals. When they are no longer around, that significant wealth is going to be passed on to the next generation. Assets and maybe even a business will then be in the hands of others. This wealth won’t come with an instructions manual, however, so one can’t assume they will be fully prepared for this responsibility.
Ensuring your future family has the education they need to succeed is one of the many privileges of being financially savvy. Incorporating a next-generation education plan will ensure that your family members are ready for the responsibility.
When working with our family office services, we are ensuring that you are on track to grow your wealth for not only your lifetime but for generations to come. In order for a family to find success in increasing their human capital, individuals and families need to prepare the next generation to take on the responsibility.
It can be challenging to identify the methods that will prepare the next generation to appreciate and properly utilize the family wealth. Using our Next-Generation Education services, we work with families to guide discussions involving values, wealth, and philanthropy, and design a program specific to your goals and values, unique to your family.
Preparing your heirs for this responsibility should go beyond “being good with money.” We can prepare a full, hands-on plan for you and your family to ensure future success and growth.
Art and Car Collection
For wealthy investors and families 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.
This type of investment is much more personal than many other kinds of assets. You will want to choose a car or artwork that you like. With this kind of investment, many of the traditional investment guidelines are different.
Investing in cars can’t always promise a quick return. The market is expanding but experts say it may be slowing. You are softening the hit if the market ever devalues your car by buying a car you truly like. Being emotionally interested in and being proud of the car will be a much more rewarding way to invest than traditional stocks and bonds.
The same rules apply to fine art. It’s hard to predict what will be trending in the future, and there’s no guarantee that art will appreciate, so you want to at least be able to have the art and enjoy it for what it is in a worst-case scenario.
With careful planning and hands-on guidance, your art and car collection can hold your wealth and be an asset you’ll enjoy looking at. When choosing the next piece in your collection we advise that you buy what you like, but our team of experts can help you manage your collection and guide you through the collection process.
Yacht and Jet Management
Travel and leisure do not have to be two different ideas. Having a yacht and private jet can make travel and leisure synonymous. Owning an aircraft or yacht can come with a lot of responsibility such as insurance, leasing, financing, and more. As the word “leisure” implies, there should not be much work involved. Let us do the work for you.
Need help registering your jet your yacht? Want help managing your aircraft or boat mortgage? Do you want assistance with taking the leap and purchasing a yacht or jet? If you’ve answered yes to any of these questions, Goldbach Capital can help.
You’ve worked hard planning your finances to ensure a prosperous future. It’s time to enjoy yourself. A yacht or jet investment can mean easier travel, a relaxing retirement, or fun for the whole family.
Goldbach Capital Family Office
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, saving for retirement and education for 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.
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.