Swiss Advisors 1973
Triangle_red_Veco_Group

Services

We will propose a solution that will take your current plans to the next level and contribute to the successful achievement of your ambitions. Our wealth of multi-faceted experience across Swiss, European and International sectors gives us insight into solving any problems that may hinder your success, and that of future generations.

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Corporate and private advisory

Private and corporate tax optimization

Tax planning and international tax regulations are becoming increasingly stringent and complex. There is often a very intricate analysis required to achieve a balance between client requirements and legal constraints. We are able to engage Swiss or other international experts to aid the planning and preparation to assist you through the evolutionary phases of your plans and to advise you on the tools needed to protect your assets

Multi-family office, generational transition

This service is aimed at entrepreneurs who find themselves having to manage complex situations involving several generations all managing a company. In these cases, we work alongside independent experts who give advice on how to keep companies running normally, guarantee continuity and profitability over time and plan the generational change most suited to clients’ expectations. We can also help entrepreneurs monitor strategies for managing personal and family assets.

Legacy Planning

It is always best to think ahead. We advise our clients to plan their inheritance wishes well in advance. This circumvents the possibility of expensive and difficult problems in the future. Choosing to plan your inheritance may optimize some tax aspects and with our initial analysis and subsequent legal assistance throughout the planning process, we can ensure that you, your family and future generations are protected.

Risk analysis and asset protection

Listening to clients, understanding their needs and analyzing the initial situation is where our job begins. Each new challenge presents us with interesting opportunities to discover ways to achieve individualistic goals whilst maintaining two key points in the relationship with our clients: mitigating risks and protecting your personal or business assets.

Relocation

We can manage all aspects for assisting clients with moving their families abroad or for decentralizing their companies. We are skilled at administrative and bureaucratic transactions. These can include such matters as obtaining visas, residence permits or citizenship requests. Also, we can assist with a housing search, or finding a school for children, searching for the best insurance or facilitating the importation of goods.

Financial planning

Financial and Wealth planning

We have far-reaching experience in managing capital and diversified investment portfolios and make independence and discretion a top priority. As we do not belong to any banking group, we can guarantee you impartiality and great flexibility in investment policies. Thanks to our experts, we are able to offer customized financial solutions aimed at each individual clients objectives and related to their projected risk profile. In addition to traditional investments, we make extensive and reasoned use of innovative instruments and investment classes, chosen from those on the global financial market. We always consider assessing underlying liquidity, the risk management process and product transparency in planning daily investment, whilst always taking into consideration the client’s wishes. It is always up to the client to decide on the level of delegation or participation in investments, in a continuous partnership approach that is consolidated over time.

Multi-banking support

To simplify operations and guarantee independence and transparency, we can help our clients manage multiple banks simultaneously to optimize costs and spread out risk. The strategic asset allocation is fundamental in order to reach your goals.

Services to institutional customers

BlueStar Investment Managers SA, the asset management company of VECO Group is an ideal partner for institutional investors who aim to maximize returns while minimizing the risk through tailor-made management consultancy.They offer tailored-made services to institutional customers with regard to asset allocation, the selection of third party funds and the analysis of single and consolidated portfolios.

Monitoring and due diligence

Once we have identified the most suitable risk profile and chosen the investment, we constantly monitor the selected portfolio to ensure consistency with the proposed objectives and assess any adjustments needed to maintain them with the client.

Management and administration

Corporate services, tax assistance and administrative support

We can assist you with every kind of administrative practice, whether simple or complex, as we are always looking for effective solutions to simplify procedures and shoulder the bureaucratic and administrative burden.  We can suggest the corporate structure that best suits your business, assist you in the role of Executive Board Member, participate on your behalf at company meetings, assist in the keeping of ordinary, extraordinary and auditing accounts, as well as providing you with general secretarial services

Analysis, monitoring, reporting

Analysis of results often leads to important decisions about the future. This is why we assist you in every part of your private or entrepreneurial projects to ensure you have appropriate, personalized reporting.

Banking relationship support

We are not a bank, but as it is necessary to rely on banking structures to operate on financial markets, we can point you in the right direction of the banking partner most suited to your needs and expectations. As always the final choice is up to you.

Strategy and development

Complex strategic management and development

Acquisitions, mergers and complex strategic management. We are able to assist small and medium-sized enterprises in extraordinary and complex transactions that mainly concern:

- Mergers and acquisitions
- Selling companies, sectors or business units
- Sales or introducing new associates
- Leverage & management (LBO, MBO)
- Private equity and advanced finance
- International development

Real estate

Real estate assets have always been one of the main pillars of asset planning, with a view to diversifying investments, alongside a strategy aimed at growing and enhancing assets. Thanks to our experts, we can help you purchase, sell or rent real estate, and if needed, take the reins in managing the administration of the property itself, ensuring transparency and independence.

Insurance and welfare services

Thanks to our independence and professionalism we are able to assist you in selecting the most interesting and convenient insurance solutions, choosing from the various offers available in the market. Protection of personal and company assets, coverage of legal and civil liability risks, construction of a private and professional pension plan are our main services.

Digital consulting

We help customers see the future through modern technology. We are able to support the entrepreneur in a series of technological upgrades, such as:

- The management of corporate projects
- Technology training for staff
- The creation of call centres
- Cloud management
- IT security
- E-commerce as an internationalization tool.