P&P Family Office

Overview

P&P Family Office serves private individuals and families with CHF 5 million to CHF 200 million in bankable assets, as well as foundations, trusts and other legal entities. It presents an integrated model that combines tax, asset and risk management with additional services tailored to each client’s needs.¹²

Services

Tax support includes tax assessment and structuring, tax-efficient portfolio planning, tax-return preparation, withholding-tax reclaims and advice on the Automatic Exchange of Information.³

Asset-management support covers risk profiling, ESG preferences, investment guidelines, asset-manager and custody-bank selection, fee negotiation and access to joint-investment opportunities.³

Risk-management work includes consolidated reporting across banks and asset classes, investment controlling, fee monitoring, provider-performance reviews, portfolio health checks and secure document storage.³

Rather than generally delivering every specialist service itself, P&P Family Office coordinates banks, asset managers, legal advisers, accounting firms, tax lawyers and auditors. It acts as a single point of contact, monitors those providers and seeks to improve clients’ after-tax, after-fee results.³⁴

Extended services may include fiduciary work, real-estate services, concierge support and family governance.³

What the firm offers

• Tax planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Administration and bill pay
• Risk and insurance

Client Focus

The firm works with high-net-worth individuals, families, companies, foundations and trusts whose wealth includes at least CHF 5 million in bankable assets alongside non-bankable assets. It coordinates services for Swiss and Liechtenstein tax residents, as well as selected clients with assets held across different jurisdictions.⁵

Approach

P&P Family Office identifies quality, transparency and integrity as its core values. The firm describes its business model as free from conflicts of interest and emphasizes coordinated oversight of external providers.⁴

Assets and Minimums

The firm states that it serves clients with bankable assets from CHF 5 million to CHF 200 million.¹

FAQs

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Sources

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.