Our team is at your service on all matters that are important to you. We serve your interests by setting up a global and forward-looking vision. We support you in the management of your wealth, assets and administrative affairs. Present and discreet at your side, our experts will understand your needs and take into consideration your short and long term concerns, in order to move your family wealth in the desired direction.
Our independence allows us to ensure a wealth management in Geneva geared solely to your interests. We manage your financial assets in a way that will last over time, limit risks as much as possible and enhance them. To go in this direction, we analyze the current situation of your financial assets, put in place a global strategy, Let us select the best-performing financial players and follow an action plan that will ensure the management and development of your assets favourably.
We act as a single point of contact for the various professionals involved in your business, which allows us to offer you an efficient and conscientious administrative mail management service. By relieving you of this administrative and tedious task, we bring a relevant and pro-active look to our other missions. This vision, on all the administrative aspects that concern you, is essential to promote your interests in the rapid and reactive implementation of a global strategy.
Our investment advice is tailored to your needs and profile. We can guide you in your investments or savings. Our experience allows us to offer you the right balance of returns/risks. There is no such thing as a perfect, risk-free investment, which is why your family office is there to accompany and advise you.
Making your wealth holdings profitable investments is the whole issue of wealth management in Geneva. We work to value your private wealth but also professional in time, while ensuring to lower the tax burden that weighs on it. The acquisition is part of the wealth management game, we look for opportunities that could be beneficial to you, including abroad. Thinking about the future of your descendants is also part of our work, we accompany you in order to ensure the transmission and succession of your wealth in complete serenity.
Our portfolio management specialists work to ensure the profitability of your portfolio. Thanks to an in-depth analysis of your objectives, your financial capacity but also your personality and personal situation, we manage your assets based on a personalized strategy. Our expertise allows us to offer you diversified and secure assets to give you access to new opportunities.
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,...).
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