We are a Boutique Multi-Family Office located in the heart of Zurich, Switzerland. We are regulated by FINMA (highest Swiss financial regulation) and audited by Pricewaterhouse Coopers.
We provide comprehensive wealth management and Family Office services for high net worth individuals and families around the globe. Our team of experts is dedicated to preserving the client’s wealth and insuring a multi-generational wealth transmission.
In today’s complex financial environment, it is essential to have an independent expert accompanying you. Banks have their own profit centres, so while considering investment requirements, they find themselves having to balance both the needs of their clients and their own at the same time, which obviously leads to a conflict of interest.
As an independent Family Office our decisions are not biased by any internal policies, enabling us to operate according to your personal financial needs, resulting in an optimal return adjusted to your risk adversity.
Our only and sole target is being your trusted finacial specialist.We accompany you in the complex financial world by creating transparency through the selection of the Best in class Asset – Manager and preserving your wealth over the generations.
To find more information about our flagship portfolio click here.
Focusing on our clients needs, based on: Quality, Independence, Transparency and First Class Service.
A world where high net worth individuals and families have the most sophisticated financial services without a conflict of interest.
Preserving our clients wealth and insuring a multigenerational wealth transmission.
We oversee, manage and control your global portfolio, minimising risk
and matching the investments to your aims.
Our portfolio management process includes the establishment of the investment objectives, qualitative and quantitative screening of securities, selection and allocation of securities in line with the strategies predefined by the clients, along with continuous monitoring and re-balancing according to market conditions.
Wealth planning is the art of structuring your wealth while building and preserving it.
It plays a pivotal role in the organisation and effective transfer of family wealth from generation to generation. We control whether your asset structure is in relation to your needs.
We have extended our services to the benefit of our clients with our exclusive cooperation with ZWEI Wealth Experts AG.
This partnership allows us to have access to the largest certified database of the best Swiss asset managers and advise you accordingly in order to find the best-in-class managers.