Our solution
Based in Switzerland
Regulated by Finma
Our principles
Independence
Providing independent advice with clear communication and alignment around with long-term objectives.
Long-term vision
Structures and decisions designed to navigate through cycles and generations.
Rigor and discipline
Processes, governance, and methodology with international standards.
Confidentiality
Restricted relationships, direct communication with partners, and absolute discretion.
Asset, corporate, and succession mapping, followed by the design of an architecture focused on protection and efficiency.
Monitoring mandates, providing independent curation, and consolidating multi-custody portfolios to deliver a complete and unified view of your wealth.
Structures, agreements, and mechanisms designed to ensure orderly continuity and protect the family across generations.
Decision-making processes, family protocols, and inheritance education designed to strengthen clarity, alignment, and long-term continuity.
Strategic oversight of investments, selection of managers and qualified vehicles, performance analysis, and continuous rebalancing, all carried out with rigor, independence, and a global perspective.
Our deliverables
Global investment management and portfolio oversight
Global asset consolidation and centralized reporting
Advisory for liquidity events and major transactions
Asset allocation and risk management
Estate, tax, and succession planning integration
Family governance and long-term policies
Multi-custody consolidation and reporting
Corporate and asset structuring
Education and support for the next Generation
