Our highly secure content management system is designed help us deliver an effective service right from the start.
It gives us a clear overview of your portfolio and enables us to manage your affairs with maximum efficiency.
Only accessible by your Personal Assistant, the system identifies any missing needs, alerts us to important dates, highlights potential cost savings and tracks the projects we are managing for you from A to Z.
Our system also enables us to provide you with monthly expenditure reports as well as year-end financial breakdowns, giving you a complete picture of your expenditure throughout the year (per house…car…person and so on…) and recommendations for ways to save money.
We offer different levels of membership depending on these key factors:
- Whether you take an individual, couple or a family membership
- The number of properties we manage
- The areas of administration we cover (invoices, insurance claims, activities, etc.)
AD HOC SOLUTIONS
We have several popular packages for corporations and employees who need support during pivotal times in their development, lives and careers:…
- Moving home, arriving or leaving Switzerland – we manage one of the most stressful occasions in life to ensure you have a smooth transition
- Expectant mothers – a hugely important time in life when filling out paperwork for passports, permits and health insurance reimbursements, and booking doctor’s appointments, are unwelcome distractions
- Marriage – we manage the name changes for passports, permits, driving licences, banks and service providers, so the honeymoon feeling does not come to an abrupt end
- Passing away – a difficult time to focus on dealing with the administration of the estate so allow us to alleviate the burden
- Insurance review – we collate the documentation and liaise with an independent broker to check you have the right coverage at the right price
- Small Projects – we tackle all the smaller tasks on the ‘to do’ list where the labyrinth of Swiss admin can prove exhausting, and the answers hard to find