The core activity of Agave Advisors is independent asset management for private individuals, families and family offices. This includes wealth management, wealth planning, investment management, asset management strategies and planning, as well as tailored consulting and support.
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Products & services
Industry:External Asset Management
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Outbound Leads by COHAGA
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Active management of investments, bespoke investment portfolios, tailored asset management solutions, continuous risk monitoring and market analysis for private customers seeking personalized wealth management.
Wealth Planning
Family governance frameworks, succession planning, inheritance support, next generation education, strategic philanthropy and retirement planning for wealthy families and individuals.
Client Care
Advisory and assistance across legal, tax, medical, real estate, education and insurance topics, supported by a broad network of experts for private clients.
Open Platform
Platform, technologic infrastructure and service program for family offices and partner firms, including organizational support, operations, legal and compliance support, and multi-custody options.
Knowledge
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