Multi Family Office · Geneva
A single point of contact for your wealth, your administrative affairs and the transfer to your loved ones
Our team is at your service on all matters that are important to you. We serve your interests by taking a global, forward-looking view.
We support you in managing your wealth, your assets and your administrative affairs. Present and discreet at your side, our experts will understand your needs and take your short- and long-term concerns into account, in order to steer your family wealth in the direction you want.
Our independence allows us to provide wealth management in Geneva focused solely on your interests. We manage your financial assets so as to preserve them over time, limit risks as far as possible and increase their value. To do this, we analyse the current state of your financial assets, put a global strategy in place, select the best-performing financial players and follow an action plan designed to manage and grow your wealth.
When a loved one can no longer manage their own affairs, the Geneva Adult and Child Protection Court can establish a deputyship (curatelle) and appoint a deputy. Family Office Geneva offers its services as a private deputy in Geneva: administrative and financial management, account monitoring, dealings with banks and institutions. We explain the procedure, but it is the court that decides on the measure, appoints the person and then supervises the mandate.
We act as a single point of contact for the various professionals involved in your affairs, which allows us to offer you an efficient and conscientious administrative mail service. By relieving you of this tedious task, we bring a relevant, proactive perspective to our other missions. This overview of all your administrative matters is essential to protecting your interests when a global strategy has to be put in place quickly.
Our investment advice is tailored to your needs and profile. We can guide you in your investments or savings. Our experience allows us to offer you the balance of return and risk that suits you. The perfect, risk-free investment does not exist, which is why your family office is there to support and advise you.
Turning your possessions into profitable investments is what asset management in Geneva is all about. We work to increase the value of your private and professional assets over time, while keeping the tax burden on them as low as possible. Acquisitions are part of asset management, and we look out for opportunities that could benefit you, including abroad. Thinking about the future of your descendants is also part of our work: we help you arrange the transfer and succession of your assets with complete peace of mind.
Our portfolio management specialists work to make your portfolio profitable. Based on an in-depth analysis of your objectives, your financial capacity, your personality and your personal situation, we manage your assets according to a personalised strategy. Our expertise allows us to offer you diversified, secure assets that give you access to new opportunities.
Contact us using this form or by phone: we will call you back quickly to discuss your needs.
Our expertise allows us to go even further, as we analyse your needs and build them into a global strategy for preservation and growth. Our Family Office in Switzerland advises you on investments and on the management of your wealth, your administrative mail, your assets and your portfolio. Understanding the issues and the risks is our core business. We refine our vision by working with experts in their fields, from law and real estate to taxation and finance, and we become your single point of contact.
By using the services of a Multi Family Office, you are looking to simplify your life. We become the “conductor” of the various players involved in your assets and make sure their actions are aligned with a strategy that serves your interests. Our global view of your assets, portfolios and other holdings allows us to develop them, preserve them and pass them on to the right people. You can count on our discretion and transparency, so that you can enjoy our collaboration with peace of mind. The aim of our support and advice is to lighten your daily life by ensuring that your choices are carefully weighed in terms of benefits, feasibility and drawbacks.
We provide our Family Office services throughout Switzerland, in Geneva (Vernier, Lancy, Meyrin, Carouge, Onex, Thônex...), Lausanne (Yverdon-les-Bains, Montreux, Nyon, Renens, Vevey, Pully...) and Fribourg (Bulle, Villars-sur-Glâne, Estavayer, Guin, Morat, Marly...).
Banks, managers, fiduciary, insurers: each partner does its job well, but nobody sees the whole picture.
| Your daily life | Alone with your partners | With Family Office Geneva |
|---|---|---|
| Banking relationships | A different contact at each bank | A single point of contact for all your banking relationships |
| Overview of your wealth | Information scattered among several advisers | A complete view of your assets |
| Managers and performance | Fees and results that are hard to compare | Managers chosen in your interests and performance that is monitored |
| Administration | Mail and deadlines to handle yourself | Administration taken care of and your decisions prepared |
| Succession | A subject often put off until later | Planning prepared with your advisers |
Every family has its own history, so our offer does not follow a standard model. Our process has four stages.
Family wealth is not passed on through figures alone. We help family members clarify roles, organise decisions and prepare the next generation. This family governance prevents a great deal of tension. It is better to talk about it around a table than when the estate is being settled.
