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DirectoryFinance & InsuranceFinancial ServicesLuganoAndean Advisory SA
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Andean Advisory SA

Summary

About the company

The core activity of Andean Advisory SA is the provision of services as a Multi-Family-Office, including: wealth management and planning, financial advisory and reporting, tax planning, estate planning, philanthropic activities, succession planning, monitoring and evaluation of financial partners, implementation of investment strategies, and coordination and cost efficiency. The company offers highly individualized support to wealthy families to protect and grow their wealth across generations.

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Products & services

Industry:Financial Services
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Financial advisory and reporting
Financial advisory, design of an investment strategy, implementation, monitoring and evaluation of financial counterparties; detailed periodic reports on the composition and performance of the assets.
Direct and alternative investments
Direct and alternative investments for family wealth, within the scope of wealth management and aligned with investment objectives.
Wealth planning
Wealth planning for preserving assets, tax planning and succession, with coordination of financial, legal and personal matters.
Family governance
Family governance for coordinating wealth and family matters, with support in complex situations and preserving the long-term legacy.

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Location

Viale Stefano Franscini 1
6900 Lugano
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-206.954.778
Founded
2018 · 8 years
Last commercial register change
December 31, 2025
Employees
11 to 20

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