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Family office establishment support

We provide support for the establishment of a family office tailored to your family’s needs.

・Assistance in setting up and operating a family office.
・Support for domestic and international asset preservation strategies.
・Assistance in establishing domestic and international asset management companies.

Family office service overview

Family office

1.Establishment Preparation

We define the purpose and requirements of the family office, engaging in discussions with all family members to determine the desired direction. We introduce a specialized team of experts based on the objectives and assemble the optimal wealth management team. Additionally, we can accompany you to meetings with experts and partner financial institutions, as per your preferences.

2.Planning

Upon signing a Non-Disclosure Agreement (NDA) to ensure confidentiality, we formulate a detailed plan. For instance, we discuss a 20-year plan (budget) for the family office with all family members. Subsequently, we develop an execution plan, clearly outlining our roles and responsibilities.

3.Learning

We offer learning opportunities in finance, providing short-term internship programs in asset management and private banks specifically designed for your sons and daughters. This is aimed at acquiring fundamental knowledge of long-term investments.

4.Asset Allocation

We assess risk tolerance and asset allocation goals, engaging in negotiations with asset management companies. We also provide opportunities for information exchange with other family offices.

Diverse Services

Inheritance Planning

Asset Preservation and Risk Diversification
Establish an investment holding company or branch in Switzerland in accordance with the CFC tax system to achieve asset preservation and risk diversification. Collaborating with accounting and legal firms in Japan and Switzerland, we ensure your valuable assets are passed down seamlessly, proposing a tailored scheme to meet your needs.

About the CFC Tax System
CFC stands for Controlled Foreign Company, also known as the tax haven countermeasure tax system or the consolidated taxation system for foreign subsidiaries. To prevent tax evasion through the use of foreign subsidiaries, this system combines the income of certain foreign subsidiaries with that of the parent company in your country under specific conditions and taxes it there.

Next-Generation Education

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Next-Generation Education
・Introduction to Boarding Schools
・Hosting Internships and Homestays

Boarding Schools

 

Swiss boarding schools offer a rich natural environment, providing children with the opportunity to learn in the midst of Switzerland’s diverse landscapes during their formative years. In any era, the greatest gift a parent can give a child is often considered to be ‘education.’ Studying in Switzerland presents a prime opportunity to instill the utmost refinement in your child, establishing a solid foundation for future endeavors.

As per your preferences, we can introduce trustworthy study abroad agents based in Switzerland for further details.

 

Wealth Management

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For customers who wish to manage assets of a certain size, we help them establish an asset management company.After establishing an asset management company, we provide financial information as needed and provide the optimal solution to meet the customer’s needs. Our role is to introduce asset management companies and investment advisory companies.

Please note that our company does not directly solicit investments, provide investment advice, or manage assets.

Financial education
Financial literacy is essential to properly deal with risks. It also provides opportunities for the next generation, who will inherit assets, to acquire financial literacy.

Approach to Asset Management
The fundamental principles of asset management are often described as ‘long-term, diversified, and compounded interest.’ For clients with a significant asset base, preserving assets is as crucial as growing them. The value of assets is constantly fluctuating. There’s a proverbial saying, ‘Don’t put all your eggs in one basket,’ emphasizing the importance of diversification and risk mitigation as the first step in asset management. It’s not just about increasing assets; it’s about avoiding diminishing them.

Types of Assets and Risks
Assets come in various forms, including deposits, government bonds, municipal bonds, foreign bonds, corporate bonds, stocks, real estate, and more. Investing in assets involves accompanying risks such as credit risk, exchange rate risk, interest rate risk, liquidity risk, and others. There is no asset without risk. In other words, it’s essential to face and manage risks correctly when dealing with assets.

Event

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World Exploration Tours
Our strength lies in our global network. Utilizing an extensive network, we conduct several planned tours to various locations around the world each year. Our tours are highly regarded, with summer featuring yacht cruising in France and Monaco, and winter offering popular snow activities in Davos. In the past, as part of our commitment to social responsibility, we organized study tours to observe the activities of NGOs addressing poverty-related issues.

World Economic Forum
During the World Economic Forum (commonly known as the Davos Conference), numerous side congresses and events take place alongside the main congress. If you wish to participate, we can make the arrangements for you.

The Aster Club
The Aster Club is a membership-based club for owners of family businesses. Currently, 80 families from around the world are members. Several times a year, events are organized worldwide for member families, providing opportunities to strengthen bonds. These events feature activity programs for various generations. It is well-received as an opportunity for children to develop a global perspective and for active generations to network. If you are interested in joining, please feel free to reach out to us.

Social Contribution

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Social Contribution Support
We assist clients who have a desire to contribute to society in various ways.

Support Services
・Establishment and Operation of Foundations.
・Establishment of Funds and Selection of Fund Management Companies.
・Introduction to Potential Recipients.
・Arrangement of Visits to Planned Recipient Organizations.

Examples of Social Contribution
・Donations to Domestic and International NPOs and NGOs.
・Establishment of a Public Interest Corporation, providing scholarships from operational gains.
・Hosting and participating in charity events.

Healthcare

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Healthcare
We can introduce you to cutting-edge medical institutions both domestically and internationally. If you have any concerns or needs related to medical care or caregiving, please feel free to consult with us.

Example: Private High-End Clinics

Private equity

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What is Private Equity?
Private equity refers to privately held stocks (shares of companies not listed on the stock exchange). Private equity investments primarily involve venture capital (VC) and buyout investments. Venture capital involves forming funds dedicated to venture investments, raising funds from investors, and then investing those funds in carefully chosen ventures. Different funds specialize in various stages of venture companies, such as those in the early seed stage or those on the brink of going public in the late stage.

Real estate

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Real Estate Strategy
Our Team provides comprehensive advice on the utilization or sale of your existing real estate, as well as investments in domestic and international real estate. We can also introduce a team of real estate experts, including first-class architects, tax professionals, judicial scriveners, real estate transaction specialists, and international real estate agents.

Real Estate Investment and Management
A crucial aspect of real estate investment is the perspective of ‘management.’ Various expenses, such as depreciation, repairs, property tax, interest payments, management fees, and fire insurance premiums, are incurred in real estate investment. Our Team assists in real estate management to ensure the preservation of the invested capital.

Alternative Investments

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What is Alternative Investments?
Alternative investments encompass investments in private equity, infrastructure, real estate, venture capital, commodities, and private bonds. Additionally, alternative investments extend to items like vintage cars, rare wines, art, gemstones, and more recently, alternative foods and technology have gained attention as investment assets.

Our Approach
We can propose alternative investment options tailored to your preferences, including vintage cars, rare wines, art, gemstones, coins, and more.

Impact Investment

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Impact Investment
Impact investment refers to investments intended to achieve both social and financial returns. While traditional forms of social contribution were limited to donations, volunteering, and philanthropy, impact investment has gained attention as a means of addressing social issues through investment.

Our Team’s Approach
Interest in impact investing is increasing among wealthy people in Europe and the United States. Our team helps clients not only donate, but also make impact investments if they wish.