YOUR PERSONAL ADVISOR

Our team specialises in exclusive, tailored financial advice for high net worth clients seeking the utmost confidentiality.

 

Once we have established a relationship, we provide our service with the best banking establishments in Switzerland, introducing clients in an optimal way that brings together their personal profile and the specific structure of their wealth.

 

Our client's tax residency and establishment in Switzerland are organised and coordinated by us.

 

We take care of the management of client assets, with an approach centred on wealth preservation.

 

All areas relating to daily life and family concerns are also managed by our team.