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ABOUT US

At DE VIRIS – Family Office, we do not pretend to be able to fulfill every single dream, but we are dedicated to finding tailor-made solutions to meet our members’ needs.

At some stage, in every successful story, hard working Entrepreneurs, who often sacrifice almost everything, need to take birdseye views of their accomplishments often realizing they had no time to shape their future aspirations and the transmission of their personal wealth.

At DE VIRIS – Family Office, we praise successful hard working talented promoters and we invite them to join us, and their peers, in a selective club dedicated to the construction, maintenance and transmission of a peaceful minded environment,  allowing our  heroes and their  families to achieve their short and long term views, ethics and objectives. Read more.

Of course there are no two identical heroes and the same goes for their families. But most concerns can be summarized in the following questions:

AND THEN ? … HOW DO I ?

Our team, composed of lawyers, former bankers, corporate officers, financial engineers, tax advisors and supporting  administrators,  will spend the necessary time to  listen to You first and verify, in depth, that we understand your needs properly.  It is only after a climate of mutual trust is established that our team will conceive solutions to match your expressed needs, by  utilizing our comprehensive network of expertise, knowledge and relationships.

Become a Member

JOIN US, WE SHALL TAKE CARE OF YOU AND YOUR FAMILY !

JOIN US, WE SHALL TAKE CARE OF YOU AND YOUR FAMILY !

 

OUR SERVICES

 

 

Of course there are no two identical heroes and the same goes for their families. But most concerns can be summarized in the following questions:

AND THEN ? … HOW DO I ?

HOW DO I transfer my Wealth to my Family?

We can assist you in:

  • Deep understanding of the Family, its ethic, its governance and its short and multi-generational goals and plans
  • Selection, follow-up and oversight of real estate appraising
  • Family governance, beneficiaries coaching and mentoring

HOW DO I secure my retirement?

We can assist you in:

  • Retirement planning
  • Life Insurance status, update and rationalization
  • Organization of private budget allocations
  • Bank financing leverage analysis and assistance in negotiations

HOW DO I structure investment vehicles?

We can assist you in:

  • Investment strategy, evaluation, recommendation & oversight, or Investment sourcing management and reporting
  • M & A, alternative opportunities in Private Equity
  • Assistance to the constitution and liquidation of juridical entities
  • Coordination of team of advisors, accountants, auditors, Lawyers
  • Verification and enforcement of legal and administrative duties in accordance with local regulations

HOW DO I control my risk exposure?

We can assist you in:

  • Analysis & liabilities risk coverage
  • Reporting on Cost Analysis compared to Achieved Objectives
  • Professional advisors and fees evaluation, control and negotiation
  • Bank & third Party transaction oversight
  • Investment performance look-through reports per account and class of assets
  • Tax compliance
  • Cyber and physical Safe Deposit Boxes

HOW DO I plan my charitable strategy?

We can assist you in:

  • Development & Selection of Personal charity programs    
  • Verification of Compliance with Family Ethic policy
  • Reporting on Cost Analysis compared to Achieved Objectives

HOW DO I transmit my Values to my Heirs?

We can assist you in:

  • Analysis, Planning and implementation of the multi-generational objectives
  • Legal and Tax strategies & planning

HOW DO I organize an interesting private trip for my Family?

We can assist you in:

  • Concierge services    
  • Events, Journey and Transport Organisation and management

HOW DO I find time to achieve my new aspirations?

We can assist you in:

  • Governance and Board development and appraising

HOW DO I.................?

Challenge us (*) !

Note (*) :subject to Membership acceptance    

 

DE VIRIS MEMBERS

Why becoming a member of De Viris Family Office?

Our services are made available exclusively to our Members.  This has been decided because we want to gather talented  individuals who possess the same spirit for the Construction, Maintenance and Transmission of Fair Values and Ethics for a Better World.  In order to reach these ambitious goals, we need to build a safe environment based on mutual respect and trust.  Such a privileged environment can only exist within a restricted number of individuals.

In addition to the services provided, De Viris Family Office makes available to its members, at no cost, several platforms such as: – Placement & Investment Opportunities – Private Foundation, Charitable & Philanthropic Planning – Real Estate Opportunities & Management – Leisure & Concierge Services – Financing & Refinancing Opportunities  Art –  Business Opportunities, M&A – Art – Bargain Corner.

Our Platinum platforms are dedicated to our VHNWI & UHNWI Members. 

GOLD MEMBER

For Members Only

PLATINUM MEMBER

For Members Only

Placements & Investment Opportunities

Private Foundation, Charitable & Philanthropic Planning

Real Estate Opportunities & Management

Leisure & Concierge Services

Financing & Refinancing Opportunities

Business Opportunities, M&A

Art

Bargain Corner












BECOME A MEMBER

JOIN DE VIRIS FAMILY OFFICE

CONTACT US

OUR TEAM

At De Viris, our team, composed of lawyers, former bankers, corporate officers, financial engineers, tax advisors and supporting  administrators, will spend the necessary time to  listen to You first and verify, in depth, that we understand your needs properly.

It is only after a climate of mutual trust is established that our team will conceive solutions to match the expressed needs, by   accessing our comprehensive network of expertise, knowledge and relationships.

Director

Dokt. Daniel de Vries Reilingh

Legal

Attorney-at-law, LL.M., PhD, Swiss certified tax expert
Partner at the Law Firm KGG & Associés (Neuchâtel, Switzerland)
Lecturer for intercantonal tax law at EXPERTsuisse

Director

Prof. Dokt. Dirk Lepelmeier

Wealth Management

16 years with Dresdner Bank A.G.
14 years as Managing Director of NAEV Fund (Dusseldorf) with more than €10 Billion under management
Currently, Professor at the Faculty of Economics & Management in Finance at the University of Osnabruck (Germany)

Director

Eng. Bernard Zimmer

Modelization & Charity

13 years as manager in trading firms (Belgium, USA, Thailand, South Africa, Luxembourg)
Over 25 years as Managing Partner in a Management Consulting firm
Member of the prestigious “Institut Luxembourgeois des Administrateurs (I.L.A.)”

Senior Manager

Mrs. Yamina Benallal

Corporate Structuring & LBA

French National
15 years in legal entities structuring, management & administration
5 years as head of the Corporate Department at IBS & Partners S.A.

Senior Manager

Mr. Pierre Huot

Wealth & Life Insurance

Over 35 years in Life Insurance and Private Banking

Head of Private Banking in France and Luxembourg , Member of the ExCo at CA Indosuez Wealth Management Luxembourg

Director of Specialised Investment Funds (SIF)

 

CONTACT US

 

Our team is here to provide you with more information, answer any questions you may have and guide you through the most effective solutions specially tailored for you and your family.

De Viris Family Office
4, rue de la Serre
CH-2001 Neuchâtel
Switzerland