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DirectoryFinance & InsuranceExternal Asset ManagementGenevaIngenuity-FO Sàrl
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Ingenuity-FO Sàrl

Summary

About the company

The core activity of Ingenuity Family Office is to provide services in the field of Private Wealth Management, specifically: wealth planning and structuring, wealth management and monitoring, investment advice and management, support in succession planning and wealth transfer, and consulting and support for family businesses. The company positions itself as an independent and trustworthy advisor for wealthy private individuals and family businesses, with the goal of preserving, increasing and transferring their wealth to future generations.

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Products & services

Industry:External Asset Management
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4
Consolidated Reporting
Total wealth consolidation including illiquid asset classes, multi-currency and multi-custodian reporting, asset management cost control, daily cash monitoring.
Investment Management Advisory
Asset allocation advisory, selection of investment advisors and asset managers, investment proposal evaluation, direct investment review and monitoring.
Wealth Structuring
Trusts and foundations, intergenerational wealth preservation, succession and inheritance planning, philanthropic advice, cross-border structuring.
Family Owned Business Support
Family cost management, complex tax and accounting support, strategic business development solutions, corporate governance and finance support.
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Location

Rue du Stand 51
1204 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-149.564.824
Founded
2019 · 7 years
Last commercial register change
January 30, 2025
Employees
1 to 10

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