Crossinvest Locarno SA

Wealth management with a personalised strategy tailored to needs, time horizon and risk profile; discretionary mandate or advisory for private individuals, families and institutions.

Family office services to coordinate and plan the efficient allocation of private and corporate assets, including real estate, shareholdings, bank deposits, insurance policies, art and collections.

Analysis of credit institutions, preparation of the mortgage dossier, search for the most suitable financing bank and support throughout the entire mortgage term.

Advisory through external partnerships covering tax, commercial, corporate, administrative and inheritance law, as well as numismatics, shipping finance and art.