Services Overview
Stelicon supports high-net-worth individuals and families, family offices, and select institutional investors in managing their wealth in a transparent and sustainable way. The focus is on structure, sound decision-making criteria, trust, and discreet support – independent, client-oriented and with a focus on ease of implementation. This includes dynamic asset allocation, tailored to the client's evolving needs over time. Depending on the initial situation, we work on a case-by-case basis (e.g. for succession planning) or as a long term, ongoing coordination and sparring partnership.
Wealth Structuring & Coordination
As a family's wealth grows over the years, it typically comprises of various securities portfolios, banking relationships, real estate, investments, insurance policies and loan obligations – often spread internationally across multiple countries and involving several family members. Stelicon aims to help create clear structures, reduce complexity, and strive for simplicity: who owns what and where? Who makes decisions? What risks exist? Which processes can be simplified or centralised? How is reporting consolidated, and how are documents kept up to date?
- Comprehensive overview of assets
- Structuring of accounts/portfolios/real estate
- Risk and insurance review
- Documentation & Reporting
- Coordination with existing and new partners/specialists
Succession & Generational Planning
Succession is rarely just a legal question. It involves family roles, expectation management, timing, fairness, safeguards, and practical implementation. Stelicon helps to examine options in a structured way and develop a realistic plan – including coordinating its implementation with relevant specialists.
- Clarification of objectives and priorities
- Structured preparation of wealth transfers
- Governance issues: decision-making rules, rights to information, responsibilities
- Support during family meetings/discussions
- Implementation interface with trustees, lawyers and tax advisors
International Constellations & Special Topics
International wealth situations bring additional layers: residency issues, assets held abroad, different legal and tax systems, banking requirements, and documentation obligations. Stelicon helps to structure the relevant points, assess risks, and strategically involve the right specialists.
- Classification of cross-border wealth and family structures
- Coordination with international partners
- Structuring of compliance processes
- Support with location / residence issues / acquiring citizenship
- Coordination of topics relating to trusts / foundations / life insurance policies
- Development of clear decision-making criteria despite international complexity