Family Office Services


Offer greater transparency
Alpenrose partners with leading Swiss accounting companies to offer its clients best-in-class accounting services. This includes consolidation of portfolios held at various banks, monitoring of mandates and performance as well as tax returns.

Our clients typically have several accounts at various banks and would like to receive the consolidated statements on a regular basis.

The objective is to be able to look at the consolidated balance and be able to compare the performance and fees of all its managers. Our consolidated reports offer our clients great transparency on their holdings and allow them to make significant progress in selecting the best managers available.

Alpenrose also offers tax advisory and reporting to its clients. Together with our custodian banks and leading tax specialists around the world, we are able to provide our clients with ready-to-use tax reporting at a reasonable cost.

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