Services

The Taragon Group – your private office – offers a comprehensive range of services, which are renowned for going beyond what you would normally expect from traditional wealth management.

We put together a clear summary of a client’s financial situation, which we use as the basis for offering the best advice for their individual circumstances. In doing so, we take into consideration the client's expectations and long-term outlook.

We take advantage of our well established independent network of specialists in both Switzerland and abroad to coordinate all services for our clients, among others tax and legal advisory solutions. The same is true when it comes to trust, domicile and real estate issues as well as advice on inheritance planning.

STEP-BY-STEP APPROACH:

• Determine the client’s personal wealth and analyse his financial asset situation
  • Personal assets / liabilities
  • Level of diversification
  • Liquidity situation
  • Risks
  • Due consideration of the client's specific circumstances
• Wealth advisory
  • We work together with clients to determine the optimum asset allocation, taking due account of their personal appetite for risk and particular tax optimization strategy
  • Analysis of the client's banking situation (often significant savings potential)
  • Potential incorporation of additional services (see below)
• Discretionary asset management
  • Our primary ambition is to preserve the assets we manage and with this in mind, to employ active strategies to generate the best return possible
• Additional services incorporating our independent network in the area of:
  • Legal and tax matters
  • Company structures in Switzerland and abroad
  • Real estate
  • Financial planning taking into account tax-related and pension-related issues etc.
  • Inheritance issues (wills, inheritance contracts, execution of wills)
  • Private equity
  • Philanthropy