Ongoing analyses and adjustments, and recognizing opportunities

Trust is good – ongoing controlling is better.

We provide you with regular reports summarizing the development of your assets, demonstrating compliance with specified investing guidelines, and outlining costs incurred, providing an assessment of further development, and discussing any needed adjustments. We always work as partners with commissioned service providers.

Furthermore, we identify areas of potential and always consider profits and risks together, so that you can make sound, forward-thinking investment decisions. We understand the market and the competitive situation, and also deliver noticeably reduced fees.

Our services

01. Comprehensive asset strategy

  • Asset structuring and support in implementing your asset strategy
  • Specialized expertise on all key asset classes
  • Access to exclusive investor groups
  • Preparing asset reports

02. Banks and asset administrators

  • Performance analyses
  • Benchmark comparisons
  • Selecting and controlling asset administrators
  • Handling payment processing

03. Family estates

  • Wealth succession
  • Organizing family days
  • Supporting family conferences
  • Secretarial work

04. Real estate

  • Developing and optimizing your real estate portfolio
  • Support during purchases and sales
  • Real estate valuation
  • Access to exclusive private placements

05. Participations

  • Searching for and selecting holdings
  • Analyzing existing holdings
  • Reviewing investment offers


Do you already have a firm partner, but need advice on specialized issues? We collaborate with professional colleagues at other firms as well, and are happy to consult with your experts – after all, good collaboration ensures optimal results.

Tax advisors & certified accountants

  • Coordination with your tax advisors & certified accountants


  • Collaboration with your attorneys
  • Support from an existing network on specialized issues
  • CPAAI – Recommendation association ensures answers to international questions

Our experience – Your added value

The experts of the RLT Family Office