BFI Consulting

Clarity and tranquility – we provide the foundation for a successful course through challenging waters

Private Consultation

BFI Consulting is an independent, privately owned wealth advisory firm, established in 1993. Orchestrating our group’s interdisciplinary skillsets and global network of experts, we provide our clients with bespoke reporting solutions and exclusive family office services.

When it comes to protecting and growing what is rightfully  yours, one of the most significant vulnerabilities is not having a solid and updated basis of data for quick decision-making and well-informed strategy  shifts. In terms of both, your investments as well  as the structure of your holdings,  the current era of rapid and fundamental changes requires maximum  agility and proactivity. The very first and most essential step towards a  successful wealth strategy is therefore a comprehensive, real-time overview  of your wealth. It is the starting point of a  solid, long-term wealth planning strategy.  

BFI’s state-of-the-art reporting technology affords a unique platform to maintain and  monitor all your liquid and illiquid assets. The system architecture affords multi-dimensional  “slicing and dicing” of information, resulting in rapid and flexible analysis  and reporting across all of your custodians and holdings. Unlock the strategic edge of a personal  wealth cockpit – a non-negotiable prerequisite for navigating today’s complex  financial landscape with confidence and success.  

'Our mission is to enable our clients to truly enjoy the fruits of their labour, to share them with the next generation and to navigate our challenging investment environment with clarity and tranquility.'

- Oskar Kaelin, Head of Family Office Services

Your Painpoints

Complexity & Low Visibility

You are an entrepreneur, an international investor or a wealthy family with assets that are spread across multiple banks, jurisdictions and asset classes - most probably managed by several different asset managers. Due to the scattered information, you’re struggling with making efficient and well-informed decisions. You’re looking for a comprehensive and consolidated database that allows you to navigate your ship safely and efficiently and a trusted ally in the process.

Our Solution

Systematic Data Management & Advice

A successful, long-term wealth strategy is built on the foundation of a robust reporting framework and resilient wealth structure. That is what we help our clients achieve. We construct your comprehensive reporting account, your personally tailored wealth cockpit. Moreover, as required, we leverage our extensive network of experts and service providers to properly  structure your wealth, plan your succession, establish a cross-border strategy, work with safe custodians, and much more. Our modular approach allows us to tailor our services 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 consolidated reporting services.

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 to face volatility and challenging investment environments calmly and confidently. By taking a step back to focus on your information basis, you directly invest in the effectiveness of your overall strategy and the effectiveness of your decisions.

Contact Us

Our clients typically encounter a range of  complex challenges that  BFI addresses and manages in a systematic and structured manner, supported by  state-of-the-art technology and acute attention to detail.    

Some of the typical challenges we help our clients with are the following:

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 the complexities of international exposures  

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

The continuous rise of regulations & bureaucracy  

Rising regulatory requirements, both nationally and internationally, augment the administrative burden and legal exposure.

Streamlining investment strategies across  managers and institutions    

Differing approaches among managers and institutions can disrupt a unified investment strategy.

Accessing and coordinating advisors and experts    

Deep, specialized knowledge and support requires a well-coordinated “A-Team” of  professionals.  Selecting and managing them properly takes time and skill.

Safeguarding data & privacy  

Rising concerns over data integrity, cybersecurity, and disaster recovery demand robust system infrastructures and contingency planning.

'There is no clear-cut financial threshold for when a family office becomes appropriate or necessary. And there is also no predetermined list of services. However, the starting point is the same for all: a structured approach and professional system to capturing and maintaining the data and documentation relevant to your financial freedom and legacy.'

- Frank R. Suess, Chairman
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.