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DirectoryFinance & InsuranceExternal Asset ManagementCollonge-BelleriveAlma Family Office Sàrl
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Alma Family Office Sàrl

Summary

About the company

The core activity of ALMA Family Office is to provide services as a Multi-Family Office to private clients, particularly in the areas of: wealth management and planning, financial advisory and planning, risk management and monitoring, tax and legal advisory, wealth structuring and protection, real estate investments and management, private equity and debt investments, and financing and refinancing of luxury goods such as yachts, jets, and artworks. The company offers its clients comprehensive support and advisory services in managing and protecting their wealth, with the goal of preserving and increasing its value.

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Products & services

Industry:External Asset Management
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✓ Offered10
Multi-family office
Multi-family office services for private clients, support in the development, long-term sustainability and transfer of wealth.
Asset management
Asset management with investment strategy advice, definition of the investor profile, selection of asset classes and monitoring of investments.
Financial investment advisory
Independent advice on financial investments, definition of expected returns and risk profile, construction of tailor-made portfolios, selection of banks.
Real estate investment advisory
Advice on real estate investments, from the complete life cycle starting with the initial purchase, through holding, subsequent sales and inheritance considerations.
Private equity advisory
Advisory services to define and update the investment strategy, investor profile, investment approach, asset typology and geographical area.

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Location

Chemin de Sous-Cherre 16c
1245 Collonge-Bellerive

At a glance

Legal form
Limited Liability Company
UID
CHE-321.247.855
Founded
2014 · 12 years
Last commercial register change
January 13, 2026
Employees
11 to 20

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