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DirectoryFinance & InsuranceExternal Asset ManagementGenevaGFO Geneva Family Office SA
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GFO Geneva Family Office SA

Summary

About the company

GFO Geneva Family Office SA is an independent wealth management firm, regulated and a member of OAR‑G, offering discretionary mandates, advisory mandates and bespoke wealth management services. The firm operates in an open‑architecture model with custodian banks and external managers, selects funds and private equity investments, and provides portfolio consolidation, reporting and access to a network of tax, legal and financing specialists.

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Products & services

Industry:External Asset Management
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4
Tailored Wealth Management
Discretionary mandates and advisory mandates, a comprehensive approach to assets, open architecture, asset allocation, monitoring and optimisation according to objectives and risk appetite.
Asset Management
Selection of fund managers and private equity funds, in-depth analysis of the funds, collaboration with banks and oversight up to stress testing.
Family Planning
Portfolio management with a custody bank selected by the client, consolidation of accounts, management reports and provision of a network of external experts.
Networks of Expertise and Partners
Network of external experts and advisory partners in tax, financing, real estate expertise, lawyers, fiduciaries and insurance/retirement provision.

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Location

Rue du Rhône 114
1204 Geneva

At a glance

Legal form
Corporation
UID
CHE-106.479.305
Founded
1989 · 37 years
Last commercial register change
December 6, 2023
Employees
1 to 10

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