Meta Octav as a Swiss company offering Family Office solutions, our services are designed to meet the unique and sophisticated needs of wealthy families, helping them preserve and grow their wealth across generations. Switzerland has long been a destination for family offices, due to its stable financial environment, favorable tax policies, confidentiality, and wealth management expertise. Our company’s offerings focus on personalized, comprehensive, and holistic strategies that blend historical legacy with future planning.

Here’s a detailed list of specific services that our company offers in the area of Family Office solutions:

1. Family Office Setup & Structuring

• Family Office Formation

  • Assist clients in setting up both single-family offices (SFOs) and multi-family offices (MFOs), providing a customized structure based on their wealth, needs, and goals.

  • Guide clients through the legal, financial, and tax implications of forming a family office in Switzerland, ensuring they adhere to local regulations while maximizing benefits.

• Governance Framework & Policies

  • Establish governance structures and operational frameworks for the family office, including defining roles, responsibilities, decision-making processes, and policies for managing the family’s wealth.

  • Advise on setting up a family council and formalizing decision-making processes to ensure smooth communication and management within the family.

• Legal & Regulatory Compliance

  • Ensure that family offices comply with Swiss financial regulations (e.g., FINMA regulations, tax laws, and AML/KYC compliance) and international regulations related to wealth management and cross-border investments.

2. Wealth Management & Investment Advisory

• Investment Strategy Development

  • Develop tailored investment strategies aligned with the family’s financial objectives, risk tolerance, and values (e.g., impact investing, sustainable finance).

  • Advise on a diverse range of investments, including equities, real estate, private equity, venture capital, alternative assets, and crypto assets.

• Asset Allocation & Diversification

  • Assist in creating a well-balanced asset allocation plan that optimizes diversification across various asset classes and geographies to manage risk and ensure long-term growth.

  • Guide clients on balancing traditional and alternative investments, including exposure to blockchain, DeFi, and impact investing.

• Tax-Efficient Investment Structures

  • Set up tax-efficient investment vehicles to optimize after-tax returns for the family, such as trusts, foundations, holding companies, and international investment funds.

  • Advise on cross-border tax optimization and the best jurisdictions to mitigate global tax liabilities for family members residing in different countries.

3. Estate Planning & Wealth Transfer

• Estate & Succession Planning

  • Develop comprehensive estate planning strategies, ensuring the seamless transfer of wealth across generations and minimizing the risk of family disputes.

  • Set up trusts, foundations, and other structures to hold and manage family wealth, providing a mechanism for transferring assets and preserving family values.

• Generational Wealth Transfer

  • Provide solutions for intergenerational wealth transfer, including creating clear guidelines for inheritance and ensuring that wealth is passed on according to the family’s values and goals.

  • Create family charters or codes of conduct that lay out the family’s vision for managing wealth and legacy over the generations.

• Wealth Preservation & Asset Protection

  • Advise on asset protection strategies, such as offshore trusts, insurance, and other structures, to safeguard the family's wealth from legal claims, economic instability, and unforeseen risks.

  • Implement discretionary trusts, family foundations, and holding companies to protect wealth and avoid excessive taxation.

4. Philanthropy & Impact Investing

• Philanthropic Strategy Development

  • Help families develop a philanthropic strategy that aligns with their values, passions, and legacy goals. This can include the creation of family foundations, charitable trusts, or impact investment funds.

  • Provide strategic advice on how to engage in impact investing, ensuring that investments reflect both financial and social returns.

• Charitable Giving Structures

  • Advise on setting up charitable foundations, donor-advised funds, and giving vehicles to optimize philanthropic efforts while taking advantage of tax deductions.

  • Provide guidance on integrating family legacy goals into the charitable giving process, ensuring that future generations are involved in decisions.

5. Family Office Administration & Operations

• Family Office Administration

  • Provide ongoing administrative support for the family office, including financial reporting, bookkeeping, tax compliance, and managing day-to-day operations.

  • Help with managing and overseeing the family’s financial assets in an organized manner, ensuring that all documents, reports, and accounts are accurate and up-to-date.

• Bill Payment & Cash Flow Management

  • Offer cash flow management services to ensure the family’s living expenses and other ongoing commitments are met efficiently.

  • Provide bill payment services and financial management tools to keep track of personal and business finances for family members.

6. Family Office Technology & Reporting Solutions

• Custom Family Office Technology Solutions

  • Implement technology platforms to streamline operations, from accounting and portfolio management to reporting and communication within the family office.

  • Offer cloud-based solutions for financial reporting, performance tracking, and investment monitoring, providing transparency and real-time access to financial data for family members.

• Comprehensive Reporting & Dashboards

  • Provide customized financial dashboards and reports that consolidate all assets, liabilities, investments, and financial performance data into easy-to-read summaries.

  • Use technology to provide secure access for family members to review and track their investments, taxes, and wealth growth, ensuring they are well-informed.

7. Risk Management & Insurance Solutions

• Insurance Advisory & Risk Mitigation

  • Provide insurance solutions to protect the family’s assets from potential risks, including life insurance, property insurance, liability coverage, and specialized policies (e.g., art collections, yachts).

  • Offer risk management strategies to help the family minimize financial risks related to investments, business operations, and personal assets.

• Crisis & Succession Management Planning

  • Develop strategies for managing family crises, ensuring smooth transitions in case of family disputes, business succession, or unexpected events.

  • Advise on preparing succession plans for family businesses and leadership roles within family offices.

8. Lifestyle & Concierge Services

• Personal & Lifestyle Services

  • Offer personalized concierge services to the family, including travel arrangements, private schooling, art advisory, and lifestyle management.

  • Provide assistance with wealth-related lifestyle needs, such as the acquisition of luxury assets (e.g., art, cars, yachts), and managing personal affairs.

• Philanthropy Concierge

  • Support families with their philanthropic interests, offering access to high-profile charitable events, research on philanthropic initiatives, and managing relationships with charitable organizations.

9. Family Governance & Education

• Family Governance Advisory

  • Develop family governance frameworks that ensure transparent decision-making, conflict resolution, and effective communication within the family office.

  • Advise on establishing family councils and decision-making processes to avoid disputes and ensure that the family’s goals are met cohesively.

• Education & Next-Generation Engagement

  • Provide financial education and wealth management training for younger generations, helping them develop an understanding of how to manage and grow family wealth responsibly.

  • Organize workshops, seminars, and one-on-one sessions to engage the next generation in the long-term planning of the family office and legacy.

10. Real Estate & Asset Management

• Real Estate Investment Advisory

  • Advise on real estate investment opportunities, whether it's luxury properties, commercial real estate, or global real estate funds.

  • Assist with managing real estate portfolios by providing market insights, financial analysis, and identifying new opportunities to grow family wealth.

• Luxury Asset Management

  • Help families manage luxury assets such as art, antiques, yachts, and collectibles, ensuring their preservation, valuation, and potential for future returns.

  • Offer valuation services for rare and valuable assets to ensure they are properly insured and integrated into the overall wealth strategy.