Family Office

Your life, family and finances are all connected. We are here to assist you in your financial matters and ensure the protection of your hard earned or inherited assets. We advise families and family enterprises on asset management and estate matters, working closely with your accountants and lawyers to craft a comprehensive solution.

Schwaben Capital provides tailored advice and services derived from a profound understanding of your family, its strengths, challenges and goals.

Where can we help?

• Inter-generational wealth transitions through smart strategic planning and proper application of life insurance
• Decisions related to the separation of assets among heirs
• Decisions related to the transfer of a family business from generation to generation
• Reduction of long-term tax liabilities

This calls for heightened interpersonal intelligence and a deepened understanding of how family dynamics can influence an enterprise. Simply put, we bring clarity and order to the full spectrum of your family’s financial affairs.