Our services

An independent advisor brings you a holistic, personalized and trustful business approach.

We believe that the best way to serve clients is to be independent from any bank or financial institution.

We are proactive, service-oriented professionals, dedicated to our clients’ global investments.

Our regional deep and proven expertise offers our clients value and optimal solutions to their needs

Wealth Planning & Management

Independent Global Asset Review

Strategic Wealth Planning

Definition of Investment Policy

Wealth Advisory Services

Private Equity

Portfolio Management

Portfolio Review & Analysis

Financial Institution Selection (Bank)

Discretionary & Advisory Asset Management

Investment / Product Review & Advisory

Family Office

Tax & Estate Planning

Family Governance

Philanthropy

Life Style Services (Yachts & Aircraft financing)

Educational Services (Schools & Enrolment Assistance)

Art Lending Advisory

Administrative Services

Swiss | International Companies Incorporation

Swiss  Company Directorship

Swiss Company Domiciliation

Swiss | International Residencies