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What we do. We offer highly personalized and flexible services. Thanks to our modular approach, we are able to serve clients with a manifold of needs and circumstances.
The foundation of everything we do lies in our sophisticated reporting system. So, the initial phase always focusses on establishing this state-of-the art reporting and document management system, using our tailor-made advanced software. We collect, structure and organize all your information to provide a real-time overview of both liquid assets and non-liquid assets. You have 24/7 access to your online reporting portal and are able to use advanced filtering options for your own performance checks. Benefit from the periodic valuation of your non-bankable assets as well as from constant shadow-booking of all your transactions, fees and account movements of your bankable assets required for thorough performance analyses and tax reporting.
Say goodbye to the chaos of fragmented spreadsheets and half-informed, intuitive decisions that rob your sleep! This is your personal wealth cockpit, showing what you own, where it’s held and how your adjustments are performing. Stay agile and change your course swiftly if needed.
Upon your request, we are happy to further consult you in abroad variety of areas to strengthen your over all long-term wealth strategyand the protection of your heritage.
Modular
Offering
With our asset reporting tool as the strong data back-bone of your wealth strategy, we provide a broad array of family office service modules that can be added flexibly. We advise you concerning wealth planning, helping establishing an effective wealth structure, nationally and internationally. Further modules entail, but are not limited to, estate and tax planning, succession planning, and the establishment of legal entity structures. Our core mission is to be your trusted ally in protecting and growing what is rightfully yours. We serve you in the exact scope your situation requires. $We are your ally – whether solely for your reporting or for extensive, strategic advice.
Global
Network
We are part of the BFI Capital Group, an internationally renowned Swiss wealth management firm that has been comprehensively consulting international investors for over 30 years. Therefore, we benefit from an exceptionally broad in-house knowledge and a time-tested, solid, international network of experts in all areas of wealth management, tax and legal consulting. Based on your specific requirements, we leverage our connections for you, uniting the experts best equipped to provide you with the best solutions possible – always with 100% transparent cost management.
Who we ARE. We are the provider, implementor and upkeeper of your personal wealth cockpit, benchmarking your portfolio(s). We are your direct, convenient link to an international network of financial professionals able to build the wealth structure that best suits your needs. We are your trusted ally in high-level, strategic decisions and the coordinator of the implementation of structural solutions.
Who we are NOT. Even though, if required by your chosen modules, we work closely with lawyers and tax advisers to make sure the structures we build optimally serve your needs on all levels and are fully compliant, we ourselves are no tax, legal or regulatory advisors. Furthermore, we do not offer accounting services. Upon request however, we’re happy to support CFA’s or tax advisors with detailed information extracted from your wealth cockpit.
No.Our services are structured in modular components, allowing clients to tailor their engagement based on individual needs and budget considerations.
When it comes to using our full range of services, clients with a net worth above USD 100 million typically gain the greatest value. However, those seeking a more narrow scope – for example with an exclusive focus on comprehensive monitoring and reporting – can realize strong value without the need for a high capital outlay. Depending on the asset mix this can make sense for net worth greaterUSD 20 million.
To examine which modules are most crucial for your strategy and whether we area suitable partner for you, please don’t hesitate to contact us.
Our core offering is our reporting system, your personal wealth cockpit, reporting on all your assets, liquid and illiquid. Unlike traditional multi family offices, we are very happy to serve clients that only wish to implement this system for their purposes. Thanks to our modular approach, our clients can freely choose in what spectrum they's like to partner with us. This allows us to serve a very broad array of clients - from entrepreneurs managing their own portfolios to ultra high-networth individuals who are looking for comprehensive multi family office services.
Unlike traditional wealth managers or private banks, BFI Consulting offers truly independent and holistic services. We are not incentivized to sell proprietary products, ensuring our guidance serves only the best interests of our clients. Our services covers all asset classes - liquid and illiquid - and we consolidate and report them through a single, integrated IT platform.
Our reporting system is purpose-built to meet the unique needs of Family Offices. It supports all asset classes - both liquid (such as equities, bonds and cash accounts) and illiquid (including private equity, real estate, and art). The platform provides in-depth analysis of performance, allocation, risk and exposure.
By reconciling asset values and transactions daily, it enables seamless comparison of portfolios across multiple banks. Key documents are uploaded and intelligently linked to the corresponding investments, legal entities, or beneficiaries. clients can access their wealth insights anytime via secure web and mobile applications.
As we offer maximally tailored services based on individually combined modules, there is no over all fee schedule for our services. Therefore,to learn more about the realistic fees for the services you need, please contactus directly.
To give you a very broad idea, however, we’re happy to share some general fees:
Asset-based fees: starting from 0.2% of AUM
Fixed retainers: starting from USD 50’000 annually
Services-based fees: depending on complexity
At BFI Consulting, data security is a top priority—and we take a proactive, multi-layered approach to protecting your information against cyber risks.
We regularly conduct cyber risk assessments to identify vulnerabilities and ensure our protocols remain up to date with the evolving threat landscape. All communication takes place via secure, encrypted platforms, and we work closely with leading cyber security experts to maintain the highest standards of protection.
To further strengthen security, we enforce multi-factor-authentication across all systems and use secure cloud storage for sensitive data. In addition, we provide ongoing cybersecurity training and awareness for both family members and staff to reduce human error and ensure everyone understands their role in maintaining digital safety.
Our goal is to create a secure environment where your data—and your privacy—are safeguarded at every level.
'Our mission is to enable our clients to truly enjoy the fruits of their labour, knowing that their assets are well taken care of.'