Geneva | Valais | Abu Dhabi
Our firm provides tailored support to individuals, entrepreneurs, SMEs, family groups, and UHNW clients seeking to optimize their business strategy, administrative structure, legal framework, and tax planning. With our multidisciplinary expertise and close collaboration with recognized professionals, we deliver practical, sustainable solutions adapted to today’s complex challenges. Our advisory services extend across Switzerland and internationally. We are committed to enhancing our clients’ overall performance while ensuring regulatory compliance. Our approach is based on proximity, trust, and confidentiality.
We serve as independent and confidential trust protectors, trusted members of foundation councils, and advisors to other legal governance structures designed for wealth protection and succession. Operating both in Switzerland and across borders, our engagements are rooted in rigorous oversight, utmost discretion, and a steadfast commitment to integrity. In close collaboration with regulated, professional trustees and other cross border wealth planning experts, we supervise existing structures to ensure they fully comply with both Swiss and international legal frameworks. This collaboration includes coordination with local authorities—banks, notaries, lawyers, and fiduciaries—to maintain governance excellence. Our principal aim is to safeguard the stability, protection, and longevity of family or institutional assets. We execute these responsibilities under a clear ethos of continuity, transparency, and accountability.
artnering with esteemed players in the real estate market, we deliver a comprehensive, luxury-tier service designed for exceptional secondary residences and prestigious properties. Our bespoke approach combines absolute discretion with deep local expertise—crafted to exceed the expectations of the most discerning clientele. We support owners through ownership, enhancement, and full-service property management, both in Switzerland and internationally. Our work is executed in close collaboration with trusted experts in every jurisdiction.
