Dames Group

Services

Dames Group, Zurich, Switzerland 2025

Our Services

Dames Group offers a comprehensive portfolio of highly specialised advisory and management services. Our expertise lies in developing and implementing integrated solutions that encompass every aspect of a family’s financial and strategic life ensuring clarity, control and continuity.

Strategic Wealth Structuring

We develop holistic concepts that integrate the legal, tax and financial aspects of your wealth into a single cohesive framework. Our process delivers a consolidated overview of all assets, independent of the managing institution. This provides the clarity required to make informed strategic decisions and ensures your wealth is structured for optimal resilience and growth.

Holistic Wealth Strategy & Asset Allocation

Dames Group designs integrated wealth strategies that address every aspect of your portfolio. Our approach blends traditional and alternative investments to maximise long-term growth and stability, balancing risk and opportunity in alignment with your family’s distinct objectives and philosophy.

Drawing on direct experience in public equities, private markets, real estate and structured products, we build frameworks that accommodate multi-jurisdictional holdings, family foundations and private trusts. We liaise with leading asset managers and specialists to ensure your investments benefit from institutional-grade research, exclusive market access and tailored portfolio construction.

Investment & Performance Controlling

Our team provides ongoing oversight and analysis of every investment, benchmarking performance and adapting to changing market conditions. By maintaining continuous dialogue with asset managers and leveraging rigorous analytics, we help ensure your capital remains efficiently deployed and aligned with your evolving priorities.

We utilise state-of-the-art reporting platforms to track risk, returns and exposure across all asset classes, meticulously reviewing mandates and manager performance with quantitative rigor. Our oversight covers private equity vintages, alternative strategies and off-market direct deals, offering clients regular strategic reviews and complete transparency.

Consolidated Reporting & Analytics

We deliver transparent, comprehensive reporting that aggregates data from every custodian and entity, offering a clear consolidated overview of your holdings. Dames Group’s analytics platform transforms complexity into clarity, enabling confident, data-driven decision making and streamlining oversight across generations.

Clients receive bespoke dashboards consolidating Swiss and international accounts, custody platforms and illiquid holdings. We provide granular breakdowns by sector, currency, liquidity and yield, ensuring families can monitor performance, projections and historical trends, from individual securities to entire structures, with ease.

Strategic Tax & Legal Optimisation

We work proactively with leading external advisers to construct and maintain customised legal structures and tax solutions. This approach ensures your interests are protected, compliance is maintained and every efficiency is realised as your assets grow and family circumstances evolve.

Our expertise spans Swiss and international tax treaties, cross-border estate planning, corporate restructuring and tailored trust solutions. We support clients with the formation of private foundations, philanthropic vehicles and holding companies, delivering strategic guidance on inheritance rules, reporting compliance and optimal distributions for the long term.

Succession & Legacy Planning

We assist families in preserving and transferring their wealth across generations. This includes the careful planning of estates and the establishment of effective structures such as foundations and trusts. Through thoughtful succession planning and philanthropic advisory, we ensure our clients’ assets remain protected and that their values are seamlessly carried forward to the next generation.

Intergenerational Wealth Transfer

Dames Group crafts succession plans that safeguard continuity and harmony between family members, ensuring a seamless transition of responsibility and assets.

Our seasoned team navigates the nuances of family constitutions, tailored inheritance arrangements and succession structures incorporating cross-border legal requirements. Our process includes collaboration with legal experts, multi-jurisdictional will drafting and the implementation of Swiss or international foundations.

Estate & Executorship Planning

We work alongside clients and their external advisers to ensure all estate matters are addressed including optimising tax, preserving privacy and simplifying the burden on future generations.

Our estate specialists develop tailored frameworks to minimise probate risk, manage complex real estate portfolios and handle sensitive executorship appointments, ensuring that even the most intricate family requirements are met with clarity and discretion.

Foundation & Trust Management

We advise on the establishment and ongoing administration of foundations and trusts, safeguarding assets while preserving family intent.

Our experience encompasses private foundations, charitable trusts, and hybrid vehicles, overseeing governance, reporting and compliance. We maintain relationships with premier Swiss trustees and international experts, ensuring best-in-class solutions for long-term stewardship.

Philanthropic Strategy & Advisory

Dames Group supports families in developing a strategic approach to giving, tailoring charitable vehicles and initiatives to reflect unique values and societal impact goals.

Leveraging deep regional connections and global insight, we guide clients in evaluating causes, structuring endowments and establishing multi-generational philanthropic legacies. Our toolbox includes advanced impact measurement methods, cross-border grant-making and alignment with best-practice governance.

Philanthropic Focus

We guide our clients in developing a philanthropic strategy that reflects their values and creates a meaningful legacy. Our advisory work connects families with highly effective, well-governed organisations across a range of sectors.

Major Project Coordination

Dames Group provides strategic oversight for the acquisition and management of significant family and business assets. We act as the central point of coordination for complex transactions, from corporate mergers and direct investments to the purchase of high-value real assets like property, art or aircraft. We manage communications with banks, legal advisors and other specialists to ensure projects are executed with precision and efficiency.

Oversight for Complex Transactions

We serve as project managers for your largest and most complex undertakings, from mergers and company exit strategies to real estate developments and private placements.

Our team negotiates terms, supervises due diligence, and orchestrates closing processes, drawing on a robust network of legal, tax and industry experts. We ensure that all contractual, regulatory and logistical aspects are proactively managed.

Private Equity & Direct Investment Management

We source, analyse and oversee direct investments in private companies, alternative funds and off-market opportunities suitable for family portfolios.

Dames Group’s investment committee leverages deep networks in venture capital, growth equity and club deals, evaluating alignment with family objectives and risk tolerances. We structure and monitor indirect/co-investments and provide ongoing management and reporting for all private holdings.

Liaison with Banks & Legal Advisors

We represent your interests in all dealings with custodians, lending institutions and external counsel to ensure alignment, efficiency and transparency.

Practical experience dealing with Switzerland’s leading private banks, international lenders and specialist law firms allows us to facilitate smooth documentation, negotiate competitive terms and resolve issues swiftly.

Management of High-Value Assets

We oversee the acquisition, ongoing management and eventual disposition of significant assets including commercial property portfolios, collector cars, yachts and art.

We coordinate appraisals, insurance, maintenance, acquisition finance and sale processes using only trusted affiliates and market-proven partners to preserve and enhance value across generations.

Family Governance & Support

Dames Group provides comprehensive support that extends to the core of family life and administration. This includes the development of family charters to formalise governance as well as mentoring programmes to prepare the next generation for their responsibilities. Our team also manages a wide range of lifestyle assets and administrative needs, providing a complete and seamless support system for the family.

Family Charter & Governance Development

We help families formalise their shared values, vision and protocols through individualised governance structures and clear documentation.

Our consultants facilitate multi-generational meetings, define decision processes and succession arrangements and draft agreements to foster cohesion.

Next-Generation Education & Mentoring

Dames Group designs and facilitates programmes to equip younger family members with the knowledge and skills to steward wealth and uphold family values.

We provide tailored workshops, mentoring by leading practitioners and direct experience in governance to prepare rising generations for active meaningful participation, ensuring readiness for future leadership.

Comprehensive Administrative Support

Our office offers fully integrated administrative services to reduce complexity in your daily affairs, from payment processing and expense management to document filing and travel logistics.

Families benefit from a single point of contact with long-term continuity, offering seamless handling of routine and extraordinary needs and freeing your time for what truly matters.

Lifestyle & Global Property Management

We oversee the stewardship and optimisation of residences, luxury assets and personal interests to ensure enhanced quality of life across borders.

Through established expert partners, we coordinate property management, staff, insurance and procurement, integrating all dimensions of lifestyle support both at home and worldwide.

Shape Legacy. Integrate Strategy. Ensure Continuity.
Dames Group | Zurich, Switzerland