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We are a Boutique Multi-Family Office located in the heart of Zurich, Switzerland. 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 multigenerational wealth transmission.
In today's complex financial environment, it is essential to have an independent expert accompanying you. Banks have their own profit centers, 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 aversity.
Our only and sole target is being your trusted specialist accompanying you in the complex financial world and preserving your wealth over the generations. To find more information about our flagship portfolio please visit the investment section.
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.
״...The Awards utilise a methodology involving a quantitative screening - provided by Lipper, part of Refinitiv - to develop shortlists for categories of funds, which are then subject to a qualitative assessment - performed using the SharingAlpha platform - to arrive at the winners.״
"Each year, CFI.co seeks out individuals andorganisations that contribute significantly to the convergence of economies andtruly add value for all stakeholders. The Awards Programme aims to identify andreward excellence wherever it is found in the hope to inspire others to furtherimprove their own performance."
