House · Services · Families & legacy · The private fund
Families & legacy · the private fund

Personal assets hold more securely when a structure holds them, not your name.

While assets stand in your own name, they are exposed to any border, claim and event. A private fund separates ownership from the name: a set-apart structure holds the assets, on rules you set. The House designs and establishes it — so that personal wealth stands apart and protected.

When this is your situation

What the House does

The House builds the private fund as the holder of personal assets: ownership separated from your name, the rules of disposition and transfer set by you, cross-risk sealed off within. First the picture of assets and the fund’s architecture, then establishment through local partners and integration into the order of succession. One partner of the House carries the mandate.

What you get: an established private holding fund · a charter with the rules of disposition and transfer · a transfer of assets separating ownership from the name · integration into the family’s order of succession.

Why this way and not another

Ownership separated
a structure holds the assets, not the personal name
Risk sealed off
business risk and claims do not reach the personal
You set the rules
disposition and transfer on your terms
With the family in view
built into the order of succession
What stands in the way today

What worries you — and the House’s answer

Where this leads

A set-apart structure holds your personal assets on rules you set: ownership separated from the name, cross-risk sealed off, and the path to passing to the next generation already laid. Wealth ceases to depend on your personal name and stands on its own.

Mandate
from $35,000
The fee depends on the composition of assets and the jurisdiction. It begins with a Diagnostic, which is credited against the mandate fee.
Assets in your name are exposed to every border.
Begin with a Diagnostic for this service

The Diagnostic is credited against the mandate fee. A reply within one business day.

or — a private word with an adviser →