ABOUT US
We believe wealth can be best sustained over generations through shared values.
With our clients as partners we strive to use these values as a guide to the family’s decision-making.
With international expertise acquired in Latin America and Switzerland and in partnership with a global network of experts and service providers, we provide fully-customized services that focus on the family’s needs.
We collaborate with experts around the world in asset management, real estate, private equity, fiduciary management, custodianship, legal and tax matters.
SERVICES
Our holistic offering and global network goes beyond what conventional family offices and wealth advisors deliver.
Our entrepreneurial and proactive approach help to reduce risks, control and grow your family’s wealth in order to ensure that assets can be passed on to the next generation.
Our independent advice and Multi-custody model allows us to analyze and optimize your cost structure.
Working with over 20 Top-Tier custodian banks offers you a pricing significantly lower than the one you could obtain through regular Private Banking channels.