Family Office

In addition to wealth management, the foundation of our business, our Family Office services offer a diverse range of tailored solutions to meet the specific needs of our clients.

Estate and Succession Planning

We are dedicated to protecting, preserving, and efficiently transferring your wealth in alignment with your wishes. Advising on succession planning and business continuity strategies. We leverage a variety of tailored solutions, such as trusts, foundations, holding companies, life insurance, and relocation strategies, to achieve your goals.

Family Governance

We support effective developing strategies to protect and grow family wealth across generations maintaining strict confidentiality in all aspects of wealth management. We offer comprehensive plans to ensure a smooth wealth transfer within families by organizing family meetings and offering mediation services. Our family governance solutions are designed to establish strong family governance structures to maintain harmony among family members.

Business Development Advisory

We provide expert guidance in business development with tailored solutions to meet the unique needs of each family member, from company formation and business transfers to real estate projects and financing. We also assist with partner searches and offer access to global investment opportunities and cross-border expertise also leveraging our extensive network of business connections.

Lifestyle Management

Our comprehensive personal assistance services cater to your everyday needs providing concierge services for family members, such as travel planning, property management, and security. From managing bill payments, correspondence, and second-home maintenance to providing chauffeur services and facilitating school enrolments abroad, we ensure every aspect of your personal life is seamlessly handled. We can advise in art and collectible investments.

Charitable and Philanthropic Activities

For clients looking to make a lasting impact, we assist in establishing not-for-profit organizations and public-benefit charitable trusts and foundations investing in companies and organizations with positive social and environmental impact. We also help organize events to promote your philanthropic ventures and ensure their success.

Lifestyle Management

Our comprehensive personal assistance services cater to your everyday needs providing concierge services for family members, such as travel planning, property management, and security. From managing bill payments, correspondence, and second-home maintenance to providing chauffeur services and facilitating school enrolments abroad, we ensure every aspect of your personal life is seamlessly handled. We can advise in art and collectible investments.

Charitable and Philanthropic Activities

For clients looking to make a lasting impact, we assist in establishing not-for-profit organizations and public-benefit charitable trusts and foundations investing in companies and organizations with positive social and environmental impact. We also help organize events to promote your philanthropic ventures and ensure their success.

CONTACT US

Geneva Asset & Wealth Management SA

Rue du Marché 18

CH-1204 Geneva

Switzerland

Tel: +41 22 810 35 50

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