With our International Offshore Bank, you can safely and privately diversify your assets, open multi-currency deposit accounts, trade privately stocks, bonds, mutual funds, CDs, commodities and currencies on markets everywhere, and buy offshore funds and other investment products.
Manage your accounts with our Internet Banking platform, keep your assets safe, take advantage of our Swiss tradition of banking privacy, protect your capital and use all the international banking services of a leading offshore bank.
Learn more about Offshore Banks, Tax Havens, Asset Protection, Private Banks, Financial privacy, Investment diversification, International banking, Safety and security, Tax free banking and Banking Havens in this site.
"Bancoii Offshore bank - not only for millionaires. "
Family Office
Working with Family Offices and Multi-Family Offices
As the back bone of your family’s legacy, you want to protect and grow
your family’s assets while maintaining your lifestyle. You’re concerned
about how best to transfer your wealth to the next generation—and most
likely have multiple investment accounts or trusts with multiple interested
parties, plus complex legal structures.
Maybe you are using or you are contemplating the use of the services of a Family
Office. This kind of firm, whether for a single family or multiple families,
usually offer financial and tax planning, asset strategy and investment management
, trust and estate administration and, in some cases, charitable services .
They are, are by their very nature, highly personal and each has at its heart
the needs of individuals together with each family as a group. Bancoii work together
with a number of Family Offices and Multi-Family offices in a diverse array
of jurisdictions.
The key financial services that Bancoii offers to Family Offices are listed
below. In addition we can provide with access to a wide range of complementary
services.
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How Bancoii works with Family Offices around the world?. Most of the time, we
apply the method of working that generally Family Offices use with their clients,
with
include:
Planning. To gain full understanding of the Family Office
and their families, the tax implications and which the services Bancoii offers
can be of benefit. Whenever possible, we welcome the opportunity to meet with
other
advisers to the family to build a cohesive team to work together for common
aims.
Implementation. We will appoint a dedicated relationship manager
with the Family Office who will be a primary point of contact. He or she will
liaise on the Family Office behalf with the specialist technical teams within
the bank, including treasury, fiduciary, fund administration, custody and investments.
Reporting. Financial reporting requirements are something
provided by the Family Office to its clients. We can only give our opinion
and help in designing a reporting environment that works for the client and
can
evolve with future requirements.
