FAMILY OFFICES
DEBT CAPITAL STRATEGY AND CONSULTING
Corefinanz supports renowned Family Offices with the efficient management of mortgages and interest rate hedging.
We optimise the liabilities side of the balance sheet, similar to how asset managers manage the asset side.
The long-term preservation of family wealth, the appropriate use of debt capital, and the transfer of responsibility to the next generation are areas we discreetly accompany. Our expertise with interest rate derivatives and the active management of these products have already enabled many families to secure low interest rates and realise gains from disposals at the right market environment. We actively, sustainably and discreetly support your family.
SERVICES FOR FAMILY OFFICES
- Potential analysis of current debt financing (margin, collateralisation, amortisation)
- Development of financing strategies
- Financing and yield planning
- Development of hedging measures and review of interest rate swap transactions
- Diversification of counterparties in debt financing
- Liquidity management, new and refinancing of capital tranches
- Risk management and governance
- Market and trend analyses
YOUR FINANCING NEEDS
Your potential reasons for financing consulting are as individual as our solution approaches (+).
We advise you independently, transparently and without any conflicts of interest with capital providers..
Based on your risk capacity and risk tolerance, we develop your individual financing strategy together.
We plan long-term and ensure that your financing strategy remains viable across generations.
We work discreetly in the background and provide you with the necessary tools to successfully implement your strategy.
We review your existing financing and assess whether a more cost-effective solution is possible.
CASE STUDIES
ERFOLGREICHE PROJEKTE
Hardly any other economic topic is currently the subject of such heated debate as the impact of inflation. Reports of
In most regions of Switzerland, there is high demand for residential space and a correspondingly low vacancy rate. At the
Since the beginning of the year, the topic of rising interest rates has been omnipresent. Increased mortgage prices are keeping
MEET US IN PERSON
YOUR EXPERTS AT COREFINANZ
Andreas Weber
PARTNER & MANAGING DIRECTOR
OLIVIER FREY
HEAD FINANCIAL ENGINEERING
Andreas Lang
SENIOR CONSULTANT
Roger Kreuzer
Sales Manager
Tim Walder
CONSULTANT
Marc Mader
CONSULTANT