Family Governance
Family offices have served distinguished families since the 18th century, originally established to safeguard wealth and manage complex financial affairs. Today, their role has evolved to address not only financial management, but also legal and tax advisory, family governance, and the stewardship of intergenerational values.
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At Osiris Asset Management AG, we provide precisely this breadth of expertise. Our dedicated team brings together multidisciplinary knowledge, full-time engagement, and a structure free from conflicts of interest. The result is a tailored, efficient, and aligned service that empowers globally oriented families to preserve, grow, and transition their wealth with clarity and continuity.
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Family Wealth
Enduring prosperity does not happen by chance — it is the result of vision, discipline, and unity across generations. At Osiris Asset Management AG, we work closely with families to articulate that vision, transform it into common goals, and preserve wealth as a lasting foundation for future success.​ Through rigorous wealth planning and carefully managed spending strategies, we help clients strike the balance between safeguarding today and building for tomorrow. Every decision is made with precision and foresight, ensuring that capital not only grows, but remains aligned with the values and aspirations of the family it serves.
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Our tailored investment strategies provide a robust framework — flexible enough to evolve with changing circumstances, yet grounded in the stability required for long-term continuity. Each plan is adapted to the unique profile of our clients, designed to deliver clarity, resilience, and meaningful impact across generations.
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“All intelligent investing is value investing – acquiring more than you are paying for. You must value the business in order to value the stock.”
– Charlie Munger
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Tax Planning
Managing investments across asset classes and jurisdictions is not merely about allocation — it is about mastering the legal and fiscal intricacies that shape real outcomes. Even minor missteps can erode returns, compromise compliance, and diminish long-term efficiency.
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At Osiris Asset Management AG, we integrate tax intelligence at every stage of portfolio construction, ensuring that structures, allocations, and strategies remain fully aligned with each client’s objectives and risk profile. Through proven expertise and a global network of trusted partners, we safeguard capital against unnecessary friction while unlocking the benefits of optimized after-tax performance.
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The result is clarity, resilience, and efficiency — allowing wealth to compound not only in markets, but in real value preserved for generations.
Get in Touch
Discretion is our standard. For any inquiries, contact us directly to receive the information you require.