.svg)
BFI Consulting is an independent, privately owned financial advisory firm, established in 1993. Orchestrating our group’s interdisciplinary skills and our global network of experts, we provide clients with complex ownership structures and cross-border planning circumstances with bespoke reporting and family office services.
When it comes to succcesfully protecting and growing your wealth, one of the most detrimental weaknesses is the lack of a a comprehensive overview of what you own, where it’s held and how it’s performing. In the past era of passive investing, that might not have been as essential. Today, however, when the environment demands quick decision-making and proactive course adjustments, you need a solid foundation with all the information at your immediate disposal.
That’s where we start. Using our custom-built reporting technology that provides you with your personal cockpit, showing all your assets – liquid, illiquid, no matter who manages them or where they are held. We build the foundation that allows you to dynamically and proactively navigate today’s highly volatile terrain.
On top of that, you can flexibly build additional service modules that include cross-border planning, international wealth strategy consultations, and access to renowned investment opportunities.
Your Painpoints
You are an entrepreneur, an international investor or a wealthy family with assets that are spread across multiple banks, jurisdictions and asset classes, they might even be managed by several asset managers. Due to the therefore scattered information, you’re struggling with making quick and well-informed decisions. You’re looking for a solid foundation that provides you with a clearly structured, comprehensive overview that allows you to navigate efficiently and sustainably. Maybe you are even interested in adding on additional service modules from our catalogue, like cross-border planning consultations, citizenship by investment advisory and much more to further improve your overall, long-term wealth strategy.
Our Solution
We employ our custom-built, high-fidelity reporting system to provide you with a consolidated and continuous view of all your assets, regardless of where they're held or who manages them. On top of this, our clients can build a tailored combination of our other service modules, if they wish. This approach allows us to serve a uniquely wide array of clients: from entrepreneurs that wish to manage their assets themselves and just need a solid wealth cockpit all the way to ultra high-networth individuals who are looking for comprehensive family office services.
Your Benefit
Our approach is rooted in precision, discretion and long-term partnership. Freely combine our modules and receive exactly what you need. Utilize our unique reporting stystem as your comprehensive wealth cockpit, your unshakable foundation for each decision, big or small. And, if needed, leverage our global network of renowned experts and our decades long experience to build the personal wealth strategy that directly addresses your needs. In short: Navigate today's challenging territory with a tranquil, clear mind and a dedicated, experienced partner by your side.
Our clients typically encounter a range of complex challenges that BFI is uniquely positioned to tackle through our comprehensive, tailored services. Typical challenges we address head-on:
Families require a unified view of their wealth, powered by cutting-edge technology and precise reporting, to enable informed asset allocation.
As families grow more global and diversified in their holdings, they face increased complexity in cross-border planning and asset management.
Heightened scrutiny and legislative pressure demand greater transparency, introducing complex compliance and regulatory challenges.
Differing approaches among managers and institutions can disrupt a unified investment strategy. BFI provides consolidated portfolio reviews and manager evaluations to align strategies and enhance performance.
Alternative investments—such as cryptocurrencies, commodities, private equity, and private debt—offer significant potential but often come with high entry barriers, liquidity constraints, and regulatory complexities.
Deep, specialized knowledge requires a well-coordinated network of external experts. BFI manages this process, ensuring quality and alignment with family goals.
Rising concerns over data integrity, cybersecurity, and disaster recovery demand robust protections. BFI implements Switzerland’s gold-standard solutions to secure sensitive information.
Evolving generational mindsets require adaptive strategies to align family values with modern wealth management.
.png)
