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.

Services

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.

Scott Schamber
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July 18, 2025

Savings and Investment Union: How the EU is Targeting Citizens’ Savings

In March, the European Commission introduced a major new initiative, claiming it as game-changing for the bloc’s growth and global competitiveness. President Ursula von der Leyen unveiled the “Savings and Investment Union” (SIU), a plan that’s aimed at harnessing fresh capital—primarily from private sources—to fund strategic investments across Europe. The EU has been struggling for long time with inadequate public funding that fails to cover its chronically excess spending, as was highlighted in a report by Mario Draghi in September 2024. The bloc is estimated to need an annual investment of 750-800 billion euros by 2030 to modernize its economy, to pay for all its ambitious plans and initiatives, and to maintain its foundational socioeconomic model. The former chief of the European Central Bank warned that the current path the EU is on is one of “managed and gradual decline” that is “condemning itself to a slow agony”, and unless something changes, the Union is very likely to suffer long term economic stagnation, as well as serious challenges in terms of geopolitical relevance, security and independence.
Scott Schamber
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July 2, 2025

Spain Blackout: Just the Tip of the European Energy Crisis Iceberg

On April 28, the entire Iberian Peninsula experienced the most extensive and severe blackouts in Europe’s living memory. Much of Spain, Portugal and the south of France were plunged into darkness for over ten hours. Thousands of train and metro passengers were left trapped for hours, and millions were left without phone or internet coverage.
Oskar Kaelin
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June 6, 2025

Maneuvering Wealth Through Complex Times: Modern Asset Reporting Has Never Been More Essential

Finding one’s way through the current financial landscape feels a lot like trying to climb the Matterhorn without a knowledgeable Swiss guide. For wealthy families, the stakes are even higher as complex portfolios not only span different investments (stocks, real estate, crypto, gold), but also different jurisdictions. As reported in our last post, today’s markets demand agility, clarity, and control, which is where BFI Consulting is stepping in with their modern asset reporting system.
Dirk Steinhoff
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May 22, 2025

Pivoting to Agility: An Investment Process for a Dynamic World

A lot has changed in our economic, geopolitical and financial environment over the last decade. Extreme political shifts and conflicts, de-globalization, central bank interventionism, escalating public and private debt, and almost incessant global crises of one kind or another have radically changed the rules of investing, especially in the last few years. Purely macroeconomic-focused or long-term oriented investment approaches simply do not work as well as they used to and much more dynamic, hands-on and responsive strategies are called for.
Scott Schamber
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May 7, 2025

Gold - The Portfolio Stabilizer Reaffirmed Once Again

For centuries, gold has served as a reliable store of value and it has functioned as a universally recognized medium of exchange, especially when all other alternatives falter. More relevantly to modern investors, however, it has consistently proven itself to be the most dependable hedge against inflation and currency devaluation, against market crashes and economic crises, and against geopolitical turmoil and uncertainty. We’ve seen this repeatedly confirmed since time immemorial, but over the last few years it has become blatantly obvious and objectively undeniable
Daniel Zurbruegg
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October 30, 2024

A Turning Point with many Question Marks

In our last edition of our BFI InSights, we looked at the new role gold is playing as an anchor in today’s global financial system. We made the case why precious metals in general have a promising outlook for the months and years to come. Over the course of the summer, gold has moved decisively higher, pushing through some very important resistance points and currently prices are trading around USD 2’615, so in recent weeks there has been a more than 10% gain for the yellow metal. However, as explained in our last update, the action in the gold market can’t be seen as isolated from all the other ongoing developments around the world.