Family Office as a long-term role
As a family-run bank with over two hundred years of history, we know the dynamics of intergenerational wealth from our own experience. This understanding shapes the support we provide.
Independence as a principle for family office
Wealthy families expect their counterparts to think proactively and act without self-interest. This is where our family office support excels. You will be working with a bank with over 200 years of experience in asset management. We deliberately refrain from investment banking services to remain independent.
We focus on these areas:
Comprehensive asset management that encompasses investments, holdings, real estate, taxes, lifestyle, and philanthropic concerns
Clear division of roles, where the family and its advisors remain involved in all relevant decisions
Long-term approach with a focus on asset structuring and intergenerational planning
High flexibility to respond to changing needs, new conditions, and personal circumstances
Individual support, including matters not exclusively related to financial issues that require a pragmatic approach
Upon request, targeted consultation with selected specialists
Balancing traditional and professional wealth
Family office needs have evolved over decades, with family-oriented structures increasingly giving way to professional organisational forms. We have actively contributed to shaping this change. As a result, at Dreyfus Banquiers our support for single and multi-family offices is based on a deep understanding of how they work.
Asset structuring
A sound framework forms the basis of long-term wealth planning. Depending on the family situation, the legal framework or the family’s geographical location, various instruments may be considered – in particular, trusts, foundations or life insurance policies.
Together with you, we analyse which structure best supports your objectives and coordinate the implementation with specialist lawyers and external experts. Crucial is the integration into your overall strategy and clear governance.
Trusts
International asset structures or specific family circumstances may make the use of a trust a sensible option. A trust establishes clear responsibilities and enables a structured transfer of assets across generations.
We support you in the planning, coordination and ongoing consultation with trustees and advisers. Our focus is on transparent processes and clearly defined responsibilities.
Life insurance
Life insurance policies can serve as a complementary instrument for asset and estate planning. They combine financial protection, structuring and tax considerations within a clearly defined framework.
We will work with you to assess how life insurance fits into your overall structure and, if necessary, coordinate collaboration with specialist providers.
Foundations and family foundations
Foundations and family foundations serve to permanently allocate assets to specific purposes, whether within a family context or within the framework of philanthropic engagements. They require a clear organizational structure, binding regulations, and an enduring investment strategy.
From establishment and governance structure to ongoing asset management, we guide you with meticulous attention to detail. We are well acquainted with the responsibilities associated with such structures, drawing on our own experience with foundations.
Implementation and ongoing support
A structure only realizes its full value through consistent implementation and ongoing management. Our family office combines structural clarity with professional asset management – informed by our own longstanding experience.
Investment advice
With our investment advice, you benefit from broad-based expertise and precise insights for fine-tuning your investment strategy.
Discretionary asset management
Under the agreed principles, you have the option of transferring the management of your assets to us.
Banking services and financing solutions
In addition to custody account management, you can also take advantage of attractive credit solutions and our support with our brokerage solutions.
Committee work and oversight
We assist you in preparing investment committees, participate in meetings, and review external managers based on jointly developed investment metrics.
Independence as a principle for family office
Wealthy families expect their counterparts to think proactively and act without self-interest. This is where our family office support excels. You will be working with a bank with over 200 years of experience in asset management. We deliberately refrain from investment banking services to remain independent.
We focus on these areas:
Comprehensive asset management that encompasses investments, holdings, real estate, taxes, lifestyle, and philanthropic concerns
Clear division of roles, where the family and its advisors remain involved in all relevant decisions
Long-term approach with a focus on asset structuring and intergenerational planning
High flexibility to respond to changing needs, new conditions, and personal circumstances
Individual support, including matters not exclusively related to financial issues that require a pragmatic approach
Upon request, targeted consultation with selected specialists
Balancing traditional and professional wealth
Family office needs have evolved over decades, with family-oriented structures increasingly giving way to professional organisational forms. We have actively contributed to shaping this change. As a result, at Dreyfus Banquiers our support for single and multi-family offices is based on a deep understanding of how they work.
Asset structuring
A sound framework forms the basis of long-term wealth planning. Depending on the family situation, the legal framework or the family’s geographical location, various instruments may be considered – in particular, trusts, foundations or life insurance policies.
Together with you, we analyse which structure best supports your objectives and coordinate the implementation with specialist lawyers and external experts. Crucial is the integration into your overall strategy and clear governance.
Trusts
International asset structures or specific family circumstances may make the use of a trust a sensible option. A trust establishes clear responsibilities and enables a structured transfer of assets across generations.
We support you in the planning, coordination and ongoing consultation with trustees and advisers. Our focus is on transparent processes and clearly defined responsibilities.
Life insurance
Life insurance policies can serve as a complementary instrument for asset and estate planning. They combine financial protection, structuring and tax considerations within a clearly defined framework.
We will work with you to assess how life insurance fits into your overall structure and, if necessary, coordinate collaboration with specialist providers.
Foundations and family foundations
Foundations and family foundations serve to permanently allocate assets to specific purposes, whether within a family context or within the framework of philanthropic engagements. They require a clear organizational structure, binding regulations, and an enduring investment strategy.
From establishment and governance structure to ongoing asset management, we guide you with meticulous attention to detail. We are well acquainted with the responsibilities associated with such structures, drawing on our own experience with foundations.
Implementation and ongoing support
A structure only realizes its full value through consistent implementation and ongoing management. Our family office combines structural clarity with professional asset management – informed by our own longstanding experience.
Investment advice
With our investment advice, you benefit from broad-based expertise and precise insights for fine-tuning your investment strategy.
Discretionary asset management
Under the agreed principles, you have the option of transferring the management of your assets to us.
Banking services and financing solutions
In addition to custody account management, you can also take advantage of attractive credit solutions and our support with our brokerage solutions.
Committee work and oversight
We assist you in preparing investment committees, participate in meetings, and review external managers based on jointly developed investment metrics.
In the context of your investment strategy
A holistic approach opens new perspectives. These areas complement our services and help to create a coherent, comprehensive solution.
Learn moreInvestment advice
Your financial situation uniquely reflects your life, your decisions, your objectives. We provide the prudent, protective and carefully developed investment solutions you deserve.
Learn moreFoundation
We ensure that the funds for foundations are diligently managed according to their intended purpose.
Learn moreBanking services
We handle your banking needs personally, discreetly and efficiently to free up your time for other things.
Your contact at Dreyfus Banquiers
Good advice begins with an open exchange. We are happy to assist you.