Clients
For family offices and advisers
Priviqe supports family offices and advisers when a client matter requires reliable execution in Switzerland or across several countries. We take responsibility for agreed tasks, coordinate the people involved and provide clear updates.
Scope
Local coordination
We coordinate appointments, providers, documents and handovers in Switzerland. The family office has one responsible contact and a clear view of current tasks.
Private assistance for clients
We handle private administration, appointments and particular requests according to instructions from the client or family office. Tasks and approvals are organised so that decisions remain with the responsible person.
Residences
We coordinate residence preparation, maintenance work, access and existing service providers. Arrivals, departures and work at the property are aligned with the client calendar and the responsible parties.
Research and briefings
We research people, companies, providers, locations and specific matters using lawfully accessible sources. The findings are brought together in a clear briefing with sources, context and open points.
International mobility
We coordinate itineraries, transfers, accommodation, appointments and movement between several residences. Private aviation is integrated into the wider travel plan together with Swiss Jet Office.
Practical execution for the family office
The family office sets the direction, priorities and approvals. Priviqe carries out the agreed tasks, coordinates the participants and reports relevant developments in the preferred format.
The family office remains involved in the relevant decisions and updates. Priviqe leads the practical work, records progress and integrates the results into the existing client service.
Frequently asked questions
When is working with Priviqe useful?
The arrangement is useful when a client matter requires practical work outside the family office’s own role. This may involve a residence, a journey, local coordination, research or a defined private project.
Can Priviqe work directly with the client?
Yes. Communication can remain entirely through the family office or take place directly with the client. Roles, communication and the people responsible for approvals and updates are agreed before work begins.
How are tasks and approvals organised?
The responsible people, intended scope and required approvals are established at the outset. Priviqe then manages the work with a clear status and documented next steps.
How does Priviqe report progress?
Updates can follow an event, agreed reporting dates or a regular schedule. The content and level of detail reflect the needs of the family office and the client.
What kind of research can Priviqe provide?
Priviqe prepares research and briefings on people, companies, providers, locations and defined questions. Where a formal specialist review is required, Priviqe engages suitable specialist partners and brings the relevant findings together.
Can Priviqe coordinate international mandates and mobility?
Yes. Mandates are led from Switzerland and can involve several countries, residences and stages of travel. Appointments, transfers, accommodation and private aviation are coordinated within one agreed plan.