Large and complex wealth structures (several custodian banks, real estate, participations in non-listed companies, insurances, etc.) are structured so as to render account to the individual risk / performance profile. In addition to the static view (which includes the liabilities) we embrace also a dynamic optimization (cash flow management, rebalancing of asset classes and sizes).
Asset Consolidation and Reporting
Large bankable assets portfolios – mostly held at several banks - are consolidated periodically with non-bankable assets (real estate, participations, collection, etc) in an easy to read and understandable report. This report serves as the basis for periodic meetings, reviews and new decisions.
Direct Investments / Participations and Real Estate
Many of our clients invest regularly in both asset classes. In addition, they own art collections and are invested in special themes. Contrary to the classic bank and asset manager approach, Bouchard et Cie SA covers such expanded advisory scope in conjunction with external specialists.
Within the scope of a mandate we manage client assets according to specified guidelines. Such assets are held at the agreed upon custodian bank(s). Our product selection is independent and free of all and any sales objectives. We prefer liquid, cost effective and transparent investment products. Bankable assets are placed with high quality custodian banks. Depending on the type of mandate investment decisions remain with the client or are entrusted to us.
Inheritance law, matrimonial property and family law
National and international estate and wealth planning, Succession planning of family enterprises, Testamentary contracts, last wills and contracts of succession, Distribution of estates, representation of heirs, administration and management of estates, Serving as executor of wills and testaments, Healthcare proxies, patient provisions, powers of attorney, instructions in the case of death, Contracts for marriage, concubinage and registered partnerships, Matrimonial property planning, Relocation of private persons to Switzerland, Establishment of foundations.
Contract law and corporate law
Establishment of corporations, merger & acquisitions, change of corporate forms, corporate reorganizations and liquidation of corporations. Capital increases. Advising private clients on investments in (family) corporations. Shareholders' agreements and further precautionary measures with regards to succession planning. Drafting and negotiation of contracts in the areas of Commercial and Corporate Law. Advising private and public companies and their Board of Directors. Relocation of corporations to Switzerland
Advice and Coaching
Many of our clients appreciate comprehensive and neutral advisory services as well as coaching in many other aspects pertaining their wealth. Often situations arise when a Family Office may render valuable support including the coordination of specialists (succession and estate planning, transfer of wealth to the next generation, merger and acquisition mandates, legal and tax structures). Such tasks may be delegated to us on the basis of a special mandate.
„Pass on wealth in an orderly manner, do good and leave traces of one's life." More and more wealthy people feel a need to follow such a maxim. Together with specialists we propose and bring to life optimal structures, take on mandates on boards of foundations or execute operational activities of a foundation.
Bouchard et Cie SA offers a completely open product architecture. We identify investment products that fit each client’s investment profile and individual needs. We apply stringent selection and monitoring criteria.