product: bergos:family_office
Data license: CC-BY-4.0 · Data source: bankproducts.info
This data as json
| id | bank_id | category | name | currency | client_type | target_group | description | valid_from | source_document_id | bpg | access_tier | is_tailored | notice_period_days | iso_account_type |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| bergos:family_office | bergos | wealth_management | Enterprise and Family Solutions | CHF | business | wealthy | Family office and entrepreneur-focused service line. Multi-generation wealth planning, business succession, philanthropy structuring, art-collection management (via Art Consult). For Unternehmer-und-Family-Office clients with complex multi-stakeholder structures. | BPG0034F4CNN | pro | 1 |