Our family office
“We have a responsibility to protect and develop the assets entrusted to us, whether received or acquired. We have a duty to manage our assets effectively, not only for the present, but also for generations to come.”
Archduke Christian of Austria
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Offices in Geneva and Luxembourg
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We have been offering independent, objective and personalized advice since 1990
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100% owned and managed by its shareholders, we act with professionalism and discretion
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Extensive international experience in the financial sector and proven methodology
Since 1990
Our goals for our clients
1. Strengthen control of your assets.
2. Optimize your asset management services and performance.
3. Ensure compliance with your financial and ethical convictions.
4. Achieve substantial savings in fees, time and effort.
5. Support you in your strategic decisions.
Our services
Consolidation & Reporting of financial assets
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Mapping of your assets and consolidating reporting.
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We implement the monitoring and reporting tools you need to enable you to benefit from a consolidated vision of your assets and the ability to manage them.
Portfolio monitoring and analysis
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Monitoring your assets and managing risk.
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We provide recommendations to ensure that your portfolios are resilient and adapted to market changes, the defined risk profile, and various liquidity horizons.
Analysis of investment vehicles
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We carefully analyse and break down each of your investment instruments.
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We select the most relevant solutions for our clients, tailored to their wishes and objectives, while ensuring the most direct and cost-effective access.
Strategic Council
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Defining your objectives and the strategic allocation of your assets.
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Our role is to help you create sustainable value while ensuring the longevity of your wealth and respecting your needs.
Administrative support
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We coordinate all your partners and advisors and take care of the majority of your administrative tasks related to your assets.
Wealth management
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We set up management mandates either directly or through our partners (this applies to bank accounts in Switzerland and Luxembourg)
As a steward with a global vision, we help our clients:
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to take back control of their assets by investing in projects that suit them and that they understand
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to always act in anticipation rather than in reaction, for greater serenity
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to favor useful investments, in listed or unlisted companies, engaged in their business
In their interest, we invite our clients to be long-term investors.
We support them in organizing their assets at every stage of their lives and help them make the best decisions.
“Control and optimize your assets”
Types of clients
Private families
Religious institutions, dioceses
Foundations, associations
Pension fund, trust