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Our mission is to deliver a cohesive suite of services built on a robust foundation of comprehensive monitoring and reporting.
BFI begins with an in-depth review of facts and circumstances. The initial phase focuses on establishing a state-of-the-art reporting and document management system using advanced family office software. We collect, structure, and organize all client information to provide continuous oversight of both liquid assets (e.g.,bankable securities) and non-liquid assets (e.g., active companies, real estate, private equity).
Wealthy families 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.