A comprehensive range of wealth management services

Real Estate

In real estate, Vector WM offers property advisory initiatives and family-and-friends investment projects.

Vector WM provides comprehensive support for commercial real estate transactions and investments, asset and portfolio management and optimisation, financing and debt advisory.

Our real estate advisory services help clients maximise the value of their property assets and make important decisions with confidence.

Drawing on a distinctive combination of accounting, financial and real estate expertise, Vector WM’s professionals conduct comprehensive, detailed reviews of the data and provide informed opinions to support pre- and post-transaction decisions.

Vector WM develops both the strategic framework and planning, and the ongoing operational activities, working closely and continuously with local partners.

Family office

Vector WM provides advisory services across the full spectrum of wealth management, also supporting clients in analysing their banking positions, including asset allocation, performance and fees, and preparing detailed consolidated statements.

Vector WM offers a unified overview and coordinated management of assets held across multiple banks, combining consolidated reporting, monitoring and administrative support while allowing clients to retain their existing banking relationships.

Our family office service acts as a comprehensive adviser to the family, coordinating and integrating all activities relating to the financial management, administration and governance of family wealth.

Our strengths are independence and high-quality service. We aim to protect, enhance and pass on families’ financial and cultural wealth, helping to secure an appropriate standard of living for future generations. Vector WM provides expert responses to families’ needs through specialist planning and advice spanning a range of areas.

These include investment management, administrative services, wealth protection, wealth growth, wealth oversight, planning and coordination of social matters, and consolidated wealth reporting.

Succession and intergenerational planning

Working closely with legal and tax advisers, Vector WM supports clients in selecting the most appropriate strategic wealth planning solutions.

The central objective is to combine wealth growth with appropriate tax optimisation. A knowledgeable and trusted adviser in wealth planning and protection is therefore essential to navigating the transfer of wealth between generations as effectively as possible.

To this end, Vector WM identifies suitable wealth protection tools to safeguard clients’ assets against potential threats and pass them on to the next generation securely and transparently.

Every case naturally requires an individual assessment reflecting its particular circumstances, which is why Vector WM provides a bespoke professional service.