A Personal Approach to Sophisticated Family Needs
At Gazer Capital, we recognise that every family’s situation is distinct. Our services are shaped around the intricate and evolving needs of those who entrust us with their affairs.
Independent Wealth Management
Portfolio Management
We manage client portfolios with complete independence, making choices free from external pressures. Every recommendation is tailored, with a focus on protecting and enhancing our clients’ financial wellbeing while maintaining absolute confidentiality throughout the investment process.
Bespoke Solutions
We understand that each family possesses unique ambitions, expectations and risk sensibilities. Gazer Capital’s advisers take time to understand each individual client’s objectives, whether they are long-term capital growth, preservation or maintaining liquidity for new ventures. Plans are regularly reviewed to ensure close alignment as personal and market circumstances change.
Multi-Asset Expertise
Clients benefit from a wide universe of investment options including equities, fixed income, alternative investments and select real assets. By balancing these elements, Gazer Capital builds portfolios designed to withstand volatility and deliver value across generations. All investments are sourced and managed with careful attention and privacy.
Private Deal Sourcing
Families are given access to exclusive investment opportunities, ranging from private market placements to unique real estate assets. Each opportunity is screened for quality, confidentiality and relevance, making certain that investments support both aspirations and risk profiles.
Personal Advisory
Family Governance Consulting
Effective long-term stewardship is built upon clarity and mutual understanding. The Gazer Capital team assists families in developing constitutions and structured governance approaches, allowing values and practical needs to be reflected in day-to-day decisions. This approach reduces conflict, promotes unity and ensures a smooth transfer of responsibilities when the time comes.
Heir Education
Each generation brings new perspectives. We offer tailored mentorship and education programmes for younger family members, introducing them to the essentials of responsible ownership, leadership and philanthropy. Gazer Capital’s aim is to equip successors with the confidence and knowledge needed to uphold family traditions and adapt to future opportunities.
Personalised Life Planning
Gazer Capital’s expertise extends beyond finance, offering guidance during major life transitions including relocation, citizenship processes or significant life events. We offer practical solutions and support to ensure each family’s needs are sensitively met, minimising disruption while making the most of every opportunity.
Family Well-Being
Gazer Capital supports families in all aspects of daily life, from arranging wellness and security services to managing complex travel or coordinating bespoke experiences. Every request is managed with the utmost discretion, allowing you to focus on what matters most.
Financial & Corporate Structuring
Complex Structuring
Well-crafted structures are key to safeguarding family wealth and promoting intergenerational continuity. Gazer Capital handles the establishment and oversight of trusts, private foundations, holding companies and tailored vehicles, each designed to provide protection and adaptability for the future.
Tax & Legal Coordination
Navigating legal and tax complexities can be daunting, especially across multiple jurisdictions. Gazer Capital’s work with trusted advisers ensures family arrangements remain compliant and optimally efficient, protecting assets and enabling strategic flexibility as legal frameworks evolve.
Multi-Generational Legacy Planning
Philanthropic Strategy
Many families aspire to leave a positive and enduring influence. We advise on effective giving strategies, managing everything from charitable trusts to bespoke foundations, with careful support in developing clear objectives, robust governance and methods for measuring impact. Gazer Capital’s guidance helps clients ensure their contributions deliver real, measurable benefit to society and reflect their values.
Philanthropic Opportunities
Through our network, Gazer Capital introduces families to a select range of philanthropic opportunities, including respected foundations such as Gebert Rüf, Ernst Göhner, Fondation Botnar and Hans Wilsdorf. Each organisation offers unique avenues for making meaningful contributions, allowing each client’s philanthropic strategy to align with personal interests and family values. All introductions are conducted discreetly, ensuring the process remains fully confidential.
Values-Based Planning
True legacy reaches further than financial wealth. Gazer Capital works with families to articulate core principles and translate them into initiatives such as scholarships, community projects or educational sponsorships. These plans help to ensure that resources reflect and strengthen each family’s guiding beliefs, supporting lasting good.
