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TR A DI T ION
BA L A NCE
EXCELLE NC E
WE ALT H
M ANAGEM ENT
DI S CR ET ION
SOPH IST IC ATION
K NOW ˜ HOW
NEUTR ALIT Y
Fact Family Office:
Headquartered in zürich
group structure
LP Suisse Group is a global investment and
wealth management specialist, with roots in
Switzerland and a strategic focus in London.
The Group is divided into three brands:
Fact is a Multi-Family
Office with an enhanced
wealth management service
offering, enabled by the
organic integration with
other companies under
LP Suisse Group
The company offers fully bespoke solutions,
drawn from a deep understanding of what
matters most to each family.
The range of integrated services includes tax
planning, asset allocation and management,
cross-generational succession planning,
philanthropy and many other ancillary services,
conveniently integrated and fully consolidated.
Fact standards are to deliver above expectations.
A discreet size and a passionate
multi-disciplinary team ensure a level of
execution beyond what private banks or asset
managers offer: unrivalled responsiveness
and ductility paired up with a concierge-like
experience.
ASSET MANAGEMENT &
FINANCIAL
INTERMEDIATION REGULATED BY
POLYREG-FINMA
PRIVATE EQUITY & REAL ESTATE
INVESMENT MANAGEMENT
MULTI -FAMILY OFFICE
(MFO)
LP Capital, with headquarters in Zürich,
offers an extended range of assets and
capital management services globally.
Cerberus, with headquarters in Zug,
offers a sophisticated range real estate and
private equity investor services.
Fact is a global Multi-Family Office,
integrating an extensive range of products
and services available through the group.
fact family office
the Family Office
fact approach
fact values
The concept of a family office is not new;
it has been present since the vi century
in the European aristocracy and was
popularised in the xix centuries in America
by influential families like Rockefeller and
Morgan to manage their estates. It has,
however, become increasingly relevant
in recent years, given the additional
complexity imposed by new regulations in
the financial ecosystem.
Fact Family Office centers its operations
on a deep understanding of their
clients and what matters to them. This
knowledge is a compass defining the
precise range of services and activities: a
fully tailored experience that evolves with
the family or individual over time.
Fact takes pride in observing the Firm’s
Swiss ancestral values of impartiality and
precision.
Fact family integrates with the vision
and goals of the client, for a fully tailored
service that can advise, administrate and
execute complex multi-disciplinary and
cross-region strategies on their behalf.
The firm’s nimble and highly specialised
team makes this approach possible, and
triumphs where private banks and asset
managers cannot, reacting and anticipating
every family’s unique needs.
Our goal is to ensure our clients make the
best decisions in the present, with eyes on
the future.
Understanding the goals
and uniqueness of each client
is paramount for a successful
Family Office.
Deep alignment and clear goals
make it possible to support a long
lasting legacy and a successful
present.
A Comprehensive range
of client solutions
In addition to traditional family office
services, Fact offers an extended range of
wealth management solutions and related
ancillary services, conveniently integrated
and fully consolidated.
~
for individuals and families
• Family Governance
• Tax optimization & Legal advice
• Advisory services on education
for children, relocation & residence
advice and h
ealth care options.
• Philanthropy, arts acquisition
& collection management
services offered
through cerberus
& lp suisse capital
~
for companies & corporations
• Corporate services at domestic
& international level
• Corporate Governance,
Structuring and Restructuring
• Access to communication and brand consulting to build corporate image
• Asset Management
Discretionary Mandates
• Real Estate Portfolio’s Assessment,
Advisory & Planning
• Investment Funds Advisory
• Real Estate Special Purpose Vehicles
• Private Placements Advisory
• Real Estate Investments
& Management Services
• Investment Monitoring
& Performances Analysis
• Strategic Asset Allocation
• Physical Gold Services
• Private Banking Advisory
• Risk Assessment
global footprint
SWITZERLAND
LONDON
ZURICH
Stockerstrasse 55
8002 Zürich.
T +41 (0) 44 206 30 90
F +41 (0) 44 206 30 99
asia & Pacific
Middle East
zug
Hong Kong
doha
Weinbergstrasse 31
6300 Zug.
Via Guglielmo Marconi 4
6900 Lugano.
Suite 901, 9/F,
The Hong Kong
Club Building
3A Chater Road,
Central - Hong Kong
T +852 3125 7591
Level 15,
Commercialbank Plaza
West Bay area - Doha Qatar
PO BOX 27111
T +974 4452 8161
F +974 4452 8165
britain
luxembourg
Italy
spain
London
luxembourg
Milano
málaga
3rd Floor, Kingsway House
103, Kingsway London,
WC2B 6QX
T +44 (0) 20 3322
10, rue Antoine Jans
L-1820 Luxembourg.
Via Monte di Pietà 21
20121 Milano.
Calle Larios, 7 1° Izq.
29015 Málaga.
Lugano
ZüRICH
ZUG
LUGANO
LUXEMBOURG
MILAN
MÁLAGA
doha
HONG KONG
KUALA LUMPUR (2015)