Access changes everything.
Wealth Management
Every family has its own rhythm. We move with it.
We’re independent, with access to numerous worlds leading custodian banks located in Switzerland, the U.S., and many other jurisdictions.
Our offering is based on a truly open service, product, and investment architecture.
No house products. No forced fits.
Discretionary Asset Management
From position selection to rebalancing, monitoring to execution, your portfolio is actively managed by dedicated experts who understand your family’s goals and adjust as markets and circumstances shift.
Full visibility, complete peace of mind.
Investment Advisory
You make the final calls, but you’re not alone.
Our team provides strategic asset allocation guidance, portfolio monitoring, research, and custodian selection, giving you the insight to decide with confidence.
Alternative Investments
Some opportunities don’t knock.
Alternatives aren’t exotic. They’re strategic. Different structures, different timelines, different access requirements. We identify opportunities worth the trade-offs and ignore the ones that aren’t.
Private deals where access matters. Hard assets that hedge what paper can’t. Emerging opportunities evaluated without the hype. Each serves a purpose, alpha, protection, or optionality that can’t be replicated in public markets.
Private Equity
Our global network opens doors to institutional-grade deals most never see.
We conduct rigorous due diligence so you understand the implications before pen touches paper.
Precious Metals and Commodities
In the face of geopolitical instability, hard assets hold their ground.
We offer direct access to gold, silver, energy and agriculture, determining exactly what role they should play in your defense.
Digital Assets
Bitcoin. Ethereum. Tokenization. We do not chase hype, we evaluate durability.
Our team determines how much exposure makes sense and, crucially, how to custody it securely.
Real Estate
From direct ownership to REITs to specialized funds, we identify opportunities and structure positions that align with your broader wealth plan, ensuring the asset serves the family, not the other way around.
Wealth Planning
A portfolio tells you what you made. A plan tells you what stays.
A portfolio is only part of the story. Wealth planning is the backbone, the tax questions, the transitions, the details that protect a legacy, not just its capital.
We curate and collaborate with exceptional specialists around the world. They bring depth. We bring perspective.
Together, we design plans that allow legacies to thrive across time and circumstance.
Tax Planning
We coordinate with tax specialists who understand cross-border complexity, multi-jurisdictional holdings, and the evolving regulations that affect internationally mobile families.
Financial Planning
Cash flow modeling. Retirement projections. Education funding. Philanthropic capacity.
We work with experts who help families understand what’s possible, what’s prudent and what trade-offs exist between competing priorities.
Wealth Structuring
Trusts, foundations, insurance and estate planning. We work with structuring specialists to design solutions that preserve family autonomy, minimize friction, and adapt as laws and circumstances change.
Succession Planning
Our network helps families navigate the conversations, the legalities, and the gradual transfers of responsibility that make succession work, not just legally sound, but emotionally sustainable.
Concierge Services
The unexpected handled expectedly well.
Some moments in life are routine. Others don’t fit neatly into a plan.
Our concierge services exist for exactly those moments, curating our trusted global network of experts and luxury service providers across the globe, bringing steady support when life takes a turn.
Relocation
Moving countries involves more than logistics, visas, housing, schools, healthcare systems, tax residency and banking relationships.
We work with specialists who make transitions smooth, not stressful.
Health & Lifestyle
We connect families with leading concierge doctors and top medical institutions worldwide, offering second opinions and clear guidance through complex diagnoses and treatment decisions.
We also maintain trusted relationships in security, private aviation, exclusive memberships, art advisory and luxury travel.
When these needs arise, you have access to options that have already been carefully vetted.
The next move is yours.
If you’re exploring what Switzerland could mean for you, let’s talk.
Secrecy is dead. Privacy isn’t.
The Franc standard.
