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DirectoryFinance & InsuranceExternal Asset ManagementGenevade PLANTA & Cie SA
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de PLANTA & Cie SA

Summary

About the company

The core activity of de Planta & Cie SA is the provision of services in the field of Family Office, including: wealth and company management, investment advice and management, financial planning and analysis, real estate investments, support in structuring financial products and insurance solutions, and planning and consulting in tax and legal matters. The company thus offers a comprehensive range of services for private and institutional clients to manage and develop their wealth and companies.

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Advisory on wealth and company administration
Advice and support in the administration of wealth and companies, with a study of capital investments and guidance in financial, real estate and commercial matters.
Family Office
Family office services covering wealth administration, financial and real estate support, as well as high-level introductions according to specific mandates.
Strategic advisory
Strategic advisory for clients and companies, integrated into wealth advisory and high-level introductions.
Mergers and acquisitions
Support in mergers and acquisitions within specific mandates, with backing on commercial and financial aspects.
High-level introductions
High-level introductions in the fields of commerce, real estate and consulting, according to the objectives defined with the client.

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Location

Avenue Alfred-Bertrand 9
1206 Geneva

At a glance

Legal form
Corporation
UID
CHE-108.467.371
Founded
1996 · 30 years
Last commercial register change
July 11, 2022
Employees
1 to 10

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