BFI Consulting

Clarity and tranquility in challenging territory - building the foundation of a successful course, for generations

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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 flexible family office services.

When it comes to protecting and growing what’s  rightfully yours, one of the most significant vulnerabilities is not having a  solid foundation for quick decision-making and well-informed strategy shifts.  In the past era of passive investing, this might not have been as crucial.  Today however, the times demand maximum agility and proactivity. The very  first and most essential step towards a successful wealth strategy is therefore  a comprehensive, real-time overview of all your assets, where they are held,  and how they are performing.      

That’s where we start. Our sophisticated  reporting technology includes all your liquid and illiquid assets and allows  you to conveniently filter, analyze and evaluate all your positions in your protected  account. Unlock the strategic edge of a personal wealth cockpit – a  non-negotiable prerequisite for navigating today’s complex financial  landscape with confidence and success.  

Beyond the implementation of our reporting system, you can flexibly integrate additional service modules to unlock our expert guidance in cross-border planning, global wealth strategies, solid asset protection and much more.

Your Painpoints

Complexity & Confusion

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.
You may also be looking for effective ways to refine your overall wealth strategy, to protect your heritage long-term or gain access to exclusive investment opportunities.

Our Solution

Foundation First

A successful, long-term wealth strategy is built on a solid foundation – a robust reporting framework and a resilient wealth structure. That’s what we do. Implementing our software, we build your personal, comprehensive and user friendly reporting portal, your wealth cockpit. And, leveraging our extensive network of globally renowned experts, we help you structure your wealth, plan your succession, find safe custodians and much more. Our modular approach allows us to tailor services precisely to your needs, whether you're an ultra-high-net-worth individual seeking comprehensive multi-family office support, or an entrepreneur who simply wants to benefit from our advanced reporting solution.

Your Benefit

Clarity & Tranquility

Working with us, you’ll be able to flexibly combine modules that truly address your needs – we support you in the exact scope you are looking for. Our mission is to help you build a strong basis that allows you face volatility and challenging investment environments calmly and confidently. By taking a step back to focus on your foundation, you directly invest in the effectiveness of your overall strategy and the effectiveness of your decisions.

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:

Leveraging Technology for Holistic Wealth Oversight

Families require a unified view of their wealth, powered by cutting-edge technology and precise reporting, to enable informed asset allocation.

Navigating a Complex Global Landscape

As families grow more global and diversified in their holdings, they face increased complexity in cross-border planning and asset management.

Meeting Rising Demands for Transparency

Heightened scrutiny and legislative pressure demand greater transparency, introducing complex compliance and regulatory challenges.

Streamlining Investment Strategies Across Managers and Institutions

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.

Securing High-Value Alternative Investments

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.

Accessing Specialized Expertise

Deep, specialized knowledge requires a well-coordinated network of external experts. BFI manages this process, ensuring quality and alignment with family goals.

Safeguarding Data & Privacy

Rising concerns over data integrity, cybersecurity, and disaster recovery demand robust protections. BFI implements Switzerland’s gold-standard solutions to secure sensitive information.

Embracing the Generational Shift

Evolving generational mindsets require adaptive strategies to align family values with modern wealth management.