---
title: Family Office in a box
description: We structured an ideal Family Office in a box for you. Effective family governance instruments, day-to-day wealth managing, and concierge services.
---

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# Family Office in a Box

#### Comprehensive services regarding family, wealth and beyond - all what you need from a family office.

## **Family**

 

Effective family governance instruments to set shared values and roles for all family members.

## **Wealth**

 

Complete day-to-day management of all wealth- and asset-related activities.

## **Beyond**

Concierge services, school finder, longevity specials, connecting to like-minded networks. 

 

## Our Offering Highlights

### Family Governance Framework

Effective family governance instruments to set shared values to balance your preferences and ideals with your goals and objectives.

- Family Charter
- Family Council
- Estate Planning

![KS_08](https://banquerichelieu.ch/hs-fs/hubfs/KS_08.png?width=200&height=190&name=KS_08.png)

### Consolidated Reporting

Full transparency across all your bankable and non-bankable assets, through consolidated reporting with tailored analytics features.

- No need for physical concentration of all your wealth at one place.
- Unparalleled transparency, control and oversight of your global assets.
- Data security & confidentiality are highest priority.
- Operated by financial analysts that have expertise and training in all areas of investment finance.

![KS_03](https://banquerichelieu.ch/hubfs/KS_03.svg)

### Overlay Risk Management

Cost-effective downside protection tailored to your needs and risk budget, embedded in overall investment process.

- Systematic risk control and disciplined risk reduction managed centrally
- Implementation with futures and forwards
- Reduction of large losses and tail risks
- Underlying portfolios can be managed by multiple managers

![KS_04](https://banquerichelieu.ch/hubfs/KS_04.svg)

### CIO Investment Committee

A joint investment committee led by our CIO, decision making body with your selected family members.

![KS_05](https://banquerichelieu.ch/hubfs/KS_05.svg)

### Private & Philanthropy Services

Concierge services, find school, longevity ... or something else you need?

![KS_02](https://banquerichelieu.ch/hubfs/KS_02.svg)

### Business & Networking Services

We simplify your daily collaboration with advisors, investment managers and connect you with peers.

![Group 2677](https://banquerichelieu.ch/hs-fs/hubfs/Group%202677.png?width=200&height=83&name=Group%202677.png)

> In addition, preferential access to the entire investment, financing, advisory and banking suite of Kaleido, including access to private markets, digital assets, lending capabilities, and transactional services.

![Rolf Headshot](https://banquerichelieu.ch/hs-fs/hubfs/Rolf%20Headshot.png?height=2000&name=Rolf%20Headshot.png)

Rolf Bauer

CEO

 

## Let Banque Richelieu be your 'family office in a box'!

As trusted advisors, wealth experts and forward thinkers, Banque Richelieu is designing the entire family office relationship around the uniqueness of each family - with meaningful services for today, tomorrow and future generations.

 

[Contact Us](https://kaleidoprivatbank.ch/contact?hsLang=en)

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