Family Office

Family Office, a service offered by Sunibel Private Services and Pleion Real Estate.

We offer to high net-worth clients a personalised high-end service for their private and family affairs. Based on our past experience and strength, we collaborate with world-class experts to deliver tailored Family Office and private services.

Assets supervision

  • Consolidation of your assets held with various banking institutions
  • Costs analysis
  • Monthly reports

Services

  • Real Estate maintenance : renovation, maintenance, close follow-up with building contractors and service providers
  • House staff recruitment
  • Event planning

Administrative assistance

  • Follow-up and management of your schedules
  • Work and establishment permit
  • Tax returns
  • Bank accounts opening
  • Insurances portfolio management
  • Various office tasks

Travelling support

  • Full trip planning, including hotel bookings, excursions and high-end transportation (private jets and road vehicles)
  • Vehicles rental

PLEION SA

Rue François-Bonivard 12, 1201 Geneva
t +41 22 906 81 81, f +41 22 906 81 82

Rue du Centre Sportif 22, 1936 Verbier
t +41 27 329 06 83

Chemin du Midi 8, 1260 Nyon
t +41 22 906 81 50, f +41 22 906 81 51

Schauplatzgasse 9, 3011 Bern
t +41 58 404 29 41

Seidengasse 13, 8001 Zurich
t +41 43 322 15 80

Rue Pré-Fleuri 5, 1950 Sion
t +41 27 329 00 30, f +41 27 329 00 32

info@pleion.ch           www.pleion.ch

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