To provide all advisory and services in the field of family office (family wealth) and asset management, excluding any asset management for third parties within the meaning of the Federal Act on Financial Institutions (LEFin) and any provision of financial services for third parties within the meaning of the Federal Act on Financial Services (LSFin); provision of all global services of an administrative, economic, operational or other nature; wealth advisory services; wealth consolidation services, analysis and supervision of global asset allocation; family governance. The company may make any investment, acquisition, investment, in whatever form, in commercial or financial companies, both in Switzerland and abroad, for its own account or for the account of third parties, as well as any operation directly or indirectly related to its purpose.
Outbound Leads by COHAGA