Family Wealth Services
Understanding the complexities of family dynamics, we provide specialised family wealth services designed to ensure the longevity and security of clients’ wealth across generation
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Understanding the complexities of family dynamics, we provide specialised family wealth services designed to ensure the longevity and security of clients’ wealth across generation
We assist in developing estate plans that reflect the client’s wishes for their assets while minimising potential taxes and other expenses. Our strategies are designed to ensure efficient and smooth wealth transfer to beneficiaries.
We craft bespoke solutions that help facilitate wealth transfer across generations. This includes the establishment of trusts, the drafting of wills, and strategic giving plans that not only adhere to client’s legacy goals but also foster a sense of stewardship in future generations.
We aid in establishing governance structures that support effective decision-making across family members. By helping to create a family mission statement and governance framework, we ensure that our clients' financial values and vision are upheld.
Goodmann Group is a multi-family office based in Zurich, specialising in bespoke asset management, investment advisory, and family wealth services tailored to high-net-worth individuals and families.
Goodmann Group is a family office based in Zurich, weighted toward the financial side of family office services.
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