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P&C
is a group of experienced
professionals who have
chosen to work together.
They have formed independent
companies in Switzerland, UK,
Cyprus, Dubai and Singapore
in order to provide top
quality financial and related
services to international
clients.
The original P&C company,
P&C Global Wealth Managers
SA, Switzerland, was founded
in 1999 in the Canton of Zurich.
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P&C
Global Wealth Managers S.A.
Zumikerstrasse 18
CH-8702 Zollikon
(Zurich)
Switzerland
tel: +41-44-390-1561
fax: +41-44-390-1562
email:
Contact Us
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FAMILY OFFICE: Wealth Protection, Wealth Increase, Wealth Transfer |
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In general wealthy families have 3 goals in mind:
- Protect wealth (legal structures, custody, reporting, consolidation, administration)
- Increase wealth (asset allocation, manager selection, compliance monitoring, asset management)
- Transfer wealth (estate planning, family strategy, education, philanthropy)
P&C offers advice on sourcing all the necessary family office services and can also advise
on creating the equity structure for a multifamily office.
| Strategic Needs |
Wealth Protection |
Wealth Increase |
Strategic Transfer |
Personal Admin |
Relationship
Management |
Legal Services |
Set Financial Objectives |
Succession & Estate Planning |
Record-keeping & Financial Reporting |
| Family Strategy Meetings |
Tax Planning |
Business Plan (Asset Allocation) |
Philanthropy |
Personal Accounting |
Wealth Definition
(financial/emotional
assets) |
Insurance |
Financial Accounting (consolidation) |
Trustee Responsibilities |
Payment Services |
| Mission Statement |
Negotiations |
Investment Controlling & Reporting |
Grant Making Services |
Personal Budgeting |
| Ownership Strategy |
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Performance Measurement |
Compliance & Reporting |
Banking & Credit Services |
| Govemance |
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Qualitative Assessment |
Trust Administration |
Custody & Settlement |
| Family Member Education |
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Manager Selection & Supervision |
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On-line Information Access |
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Listed Investments |
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Travel |
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Art & Antiques |
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Rental Collection |
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Private Equity |
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Business Networking |
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Real Estate |
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Iain Little
Director of P&C Global Wealth Managers SA, Switzerland
Former head of UK private clients Pictet London.
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