Private Client Partners - Family Office Bank

Overview

Private Client Partners offers a full spectrum of family-office services for complex family portfolios and acts as a central point of contact for client matters. Its work spans wealth management and advisory, asset consolidation, securities accounting, administration, and coordination across existing advisers and banks.

History

The firm says it was formed in 1998 as a fully registered Swiss bank offering independent family-office services. Banque Bonhôte & Cie SA acquired 100% of the former Private Client Partners bank in July 2020, after which it continued as an independently run Zurich branch.

Timeline

1. 1998The firm says it was formed in 1998 as a fully registered Swiss bank offering independent family-office services.
2. 2020Banque Bonhôte & Cie SA acquired 100% of the former Private Client Partners bank in July 2020, after which it continued as an independently run Zurich branch.

Leadership

The team page names Philipp Kuchen in management and lists Manuel Dudli, Iris Hofmann, Biola Mona, Michael Schweizer and Josef Staub as staff.

Services

Private Client Partners develops wealth-management plans that consider all sources of wealth, including listed and unlisted assets. The firm builds individual strategies around each client’s expectations, requirements, risk appetite and risk tolerance, then monitors implementation.

The firm integrates existing wealth managers and third-party banks, negotiates terms and monitors compliance with agreed mandates. Asset consolidation and securities accounting support short-, medium- and long-term wealth planning.

Administrative support can include payment transactions, living expenses, tax-document coordination and compilation, and centralized document storage.

What the firm offers

• Financial planning
• Tax planning
• Administration and bill pay

Client focus

The firm works with private clients and families whose portfolios require coordinated oversight across investments, administration and external providers. Its family-office services are designed for complex family portfolios and a limited client group.

Approach

Private Client Partners describes its approach as holistic and contemporary, with strategies tailored to each family’s individual needs. Its multidisciplinary team combines broad industry knowledge with personal working relationships, transparency and discretion.

FAQs

Related resources

• LocationMultifamily offices in Zurich

  This page gives a starting point for comparing multifamily offices based in Zurich, including how local providers may work with Swiss families and international owners. It can help readers place Private Client Partners in the regional market while considering financial planning, tax planning, administration, and bill pay needs.

• GuideMultifamily office services

  An overview of multifamily office services helps readers separate financial planning, tax planning, administration, and bill pay from investment or legal work. Use it to outline which responsibilities a Zurich family or business owner wants handled by one provider and which may remain with outside advisers.

• GuideHow to choose a multifamily office

  This guide sets out practical factors for selecting a multifamily office, such as service scope, client fit, communication, and regulatory setting. For someone reviewing a Swiss bank serving a limited number of families, it offers a checklist for comparing working arrangements with personal and business priorities.

• GuideQuestions to ask a multifamily office

  These questions can structure an initial discussion with a multifamily office about fees, decision-making, reporting, tax coordination, administration, and bill pay. A family or business owner can use them to clarify how a provider would coordinate with existing advisers and address cross-border matters from Switzerland.

• Similar firmsACE International
  Alere Syon Wealth Sàrl
  Altrana Advisory AG

  Profiles of ACE International, Alere Syon Wealth Sàrl, and Altrana Advisory AG provide additional comparisons on this site. Reviewing their locations, stated services, and client focus can help readers identify which questions to ask Private Client Partners about financial planning, tax planning, and day-to-day administration.

Sources

1. Private Client Partners, “Our Story”
2. Private Client Partners, “Family Office Services”
3. Private Client Partners, “Team”

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.