Preserve Grow Transfer
Bespoke. Multinational. Holistic. Human.
Services
Focused on People
As wealth increases, complexity extends beyond financial considerations. It encompasses family structures, governance, and long‑term continuity.
Shine Family Office provides integrated, long‑term support to multinational families facing complex decisions across structuring, investments, jurisdictions, and succession. We serve as a central coordinating partner, ensuring coherence across disciplines that are otherwise addressed in isolation.
Our approach is disciplined, structured, and discreet. While assets are central, equal emphasis is placed on governance, control, and inter‑generational alignment, ensuring informed decision‑making over time.
Wealth Planning & Structuring
A robust structure is the foundation of sustainable wealth.
Effective wealth management begins with clear structures and well‑defined responsibilities.
Shine Family Office coordinates comprehensive wealth and succession planning, including wills, trusts, inheritance frameworks, family governance arrangements, and cross‑border structuring. The objective is to establish solutions that are legally robust, operationally efficient, and adaptable to changing family and regulatory circumstances.
We work in close collaboration with Michael Shine & Partners, a leading law firm specializing in estate planning, trusts, and international structuring. This long‑standing relationship allows for consistent alignment between legal architecture and family‑office oversight.
Alphen Trust Company AG
Alphen Trust Company AG is a Zurich based Swiss trust company offering bespoke fiduciary, trust and corporate structuring services to high net worth families and individuals. From its offices on Bleicherweg, the firm establishes and administers trusts under Anglo-Saxon law, together with foundations and corporate vehicles in continental European, offshore and other jurisdictions.
As an integral part of the Shine Global Family Office, Alphen Trust provides wealth preservation, succession planning and asset protection through tailored multi jurisdictional structures, backed by ongoing fiduciary administration, accounting, compliance and advisory support. Its approach is discreet, personal and built on long term relationships, safeguarding family wealth across generations.
Discuss Your Family Structure
We help align governance, investments and long-term planning around a unified framework.
Investment Management
Investment decisions must remain consistent with the overall structure.
Shine Family Office provides investment oversight and coordination in line with each family’s objectives, risk parameters, and time horizon. The focus is on allocation discipline, governance, and transparency, rather than short‑term optimization.
Investment strategies are assessed within the context of liquidity requirements, tax considerations, legal structures, and succession planning, ensuring coherence across the family’s entire wealth framework.
Regulated execution within an institutional framework.
Portfolio management services are provided by Alphen Asset Management AG, an independent and licensed Swiss asset management company within the Shine ecosystem. Based in Zurich, Switzerland, Alphen offers an integrated, client-focused approach to managing and protecting global financial assets. They provide both discretionary and advisory portfolio management while operating within a strong regulatory framework and adhering to a long-term, risk-managed investment philosophy.
Investment Solutions
Qualified Investors Only
Targeted solutions for specific requirements.
Certain families require tailored investment solutions to address specific objectives, constraints, or structural considerations. Shine Family Office acts as a structuring and oversight layer, ensuring appropriate governance, documentation, and alignment with the broader family strategy.
The focus is on appropriateness and control, rather than product availability.
Important
These solutions are available solely to qualified or eligible investors, subject to applicable laws, regulatory requirements, and formal agreements. Nothing herein constitutes an offer or solicitation.
Actively Managed Certificates (AMCs)
Flexibility implemented within clear parameters.
Actively Managed Certificates enable exposure to defined investment strategies within a structured instrument. Such strategies may reflect targeted allocations, predefined risk frameworks, or bespoke mandates.
Shine Family Office oversees the design, structuring, coordination with licensed issuers, and ongoing monitoring of AMCs, with particular attention to risk, liquidity, cost transparency, and governance consistency.
Products & Private Investments
Selective exposure to long‑term investments.
For eligible families, Shine Family Office facilitates access to selected private and structured investments, typically long‑term and illiquid, including private equity, private credit, real assets, and alternative strategies.
These investments are evaluated with emphasis on structural compatibility, liquidity impact, reporting standards, and jurisdictional considerations, and are integrated into the broader portfolio framework.
Looking Beyond Investments
to governance, succession planning and cross-border coordination.
Tax Structuring & Advisory
Consistency across jurisdictions. Compliance by design.
Tax considerations are addressed as part of the overall structural framework.
Shine Family Office coordinates cross‑border tax structuring and advisory, working alongside external tax specialists to ensure alignment between investment activities, holding structures, and succession planning. The focus remains on clarity, compliance, and durability.
Accounting Oversight
Central coordination. Local expertise.
We work with a global network of established accounting firms supporting families across jurisdictions. Shine Family Office coordinates and monitors accounting providers, ensuring consistent reporting standards, timely delivery, and alignment with the family’s structures and requirements.
This oversight provides a consolidated view across entities and geographies.
Governance‑First Approach & Next Generation Education
Governance underpins every decision, and every generation.
Across all services, Shine Family Office applies a governance‑first framework. Each decision is assessed for its impact on control, transparency, long‑term continuity, and inter‑generational responsibility. This approach ensures that wealth remains structured, controlled, and sustainable over time.
Shine Group extends this philosophy beyond its clients through “The Shine Wealth Preservation Workshop,” held in memory of the late Adv. Michael Shine. Developed in partnership with the Raphael Recanati International School and the Harry Radzyner School of Law at Reichman University, the program introduces rising legal professionals to the realities of financial planning and private wealth preservation.
