Who needs a personal investment office? Anybody with significant wealth, we would say.
SQUARE Consulting offers a wide range of services as Personal Investment Office. We focus on your goals and desires while considering all financial and non-financial aspects of your assets. We are strong in asset allocation and optimization to achieve long-term wealth preservation, in advice on investing in single instruments to take advantage of short-term market movements, and in asset controlling to give you an efficient control tool.
Exceptional results are built with outstanding quality of service.
We manage your investments with a long-term view and are seeking to create returns which are consistent with your needs and expectations.
We provide an comprehensive overview of all portfolios you hold with different banks to obtain a steering cockpit which provides true orientation.
An optimum wealth planning solution not only takes into account your investment needs, but also covers all the areas and aspects that affect your wealth - for your generation and future ones.
We provide you with a framework for efficient, effective planning and administration of lifestyle assets and family welfare
We aim for addressing your needs and goals concerning your art investments and art-related activities
We combine multiple decades in investment experience from Family Offices, Investment Banks and Insitutional Asset Managers to help you navigate the financial markets.
"He has 20 years of professional experience in asset management, securities trading, asset structuring and trusts with major financial institutions and family offices. At Square Consulting, he focuses on strategic asset management, structuring and securities trading."
Vitali Halblau Managing Partner
Dr. Björn Holste Partner
"He has more than 10 years of professional experience in trust and corporate administration, wealth/estate planning and complex cross-border transactions. Khaled Rezaie is a member of the Executive Committee at KENDRIS Ltd., as Swiss partner for family office, trust and fiduciary services, Swiss and international tax and legal advice, accounting, outsourcing and art management."
Khaled Rezaie Rezaie Member of the Advisory Committee
"She has extensive experience in the organization of complex family structures and care for wealthy clients in all accompanying issues. At Square Consulting, she focuses on the organization and finances of the company, advising clients on all non-financial issues, and compliance."
Irina Shaaf Company Officer