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DirectoryFinance & InsuranceExternal Asset ManagementLuganoDOLFID FAMILY OFFICE SA
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DOLFID FAMILY OFFICE SA

Summary

About the company

The company's core activity is independent wealth management and consulting for private and entrepreneurial assets, including the design of investment strategies, the monitoring of assets and the planning of generational succession.

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Products & services

Industry:External Asset Management
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6
Wealth management
Asset management on mandate, with separate investments for each client based on their risk profile and individual needs.
Investment advisory
Advice for developing and planning a financial strategy, with the client involved in the decision-making process.
Portfolio monitoring / consolidated values
Monitoring the activities of banks or third-party managers and consolidating securities for an overall view of investments and risks.
Generational transition planning
Support for the generational transition of businesses and family assets, with attention to organisational, structural and asset-related aspects.
Corporate management / administrative support
Corporate management and administrative assistance to meet clients’ needs related to the structure and administration of their assets.

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Location

Hier entsteht die Karte
Via Pietro Peri 18
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-115.083.113
Founded
2009 · 17 years
Last commercial register change
June 30, 2022
Employees
11 to 20

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