Why use our services?
Our expertise allows us to go even further, as we analyse your needs and include them in a global strategy for preservation and development. Our Family Office in Switzerland, advises you in terms of investment, management of your assets, management of administrative correspondence, asset management, portfolio management. Understanding the issues and risks is our core business. We perfect our vision by surrounding ourselves with experts in their fields, law, real estate, taxation, finance... and become your unique contact. By using the services of a Multi Family Office you seek to simplify your life. We become the "conductor" of the various players in your estate and ensure that their actions are harmonised in accordance with a strategy that will serve your interests. Our global vision of your assets, portfolios and various possessions allows us to develop them, perpetuate them and pass them on to the right people. You can count on our discretion and transparency to ensure that our collaboration is a smooth one. The objective of our support and advice is to ease your daily life by ensuring that you make choices that are well thought out in terms of their advantages, feasibility and disadvantages. We provide our Family Office services throughout Switzerland, in Geneva (Vernier, Lancy, Meyrin, Carouge, Onex, Thônex,...), in Lausanne (Yverdon-les-Bains, Montreux, Nyon, Renens, Vevey, Pully,...) as well as in Fribourg (Bulle, Villars-sur-Glâne, Estavayer, Guin, Morat, Marly,...).