JAR Properties SA provides private wealth management and family office services, including investment advice, discretionary portfolio management and consolidation of client assets. It serves families, entrepreneurs and institutional clients and operates with a network of banking and custody partners.
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Wealth management with discretionary mandates, advisory mandates and execution-only mandates; active risk monitoring, investment recommendations and implementation of transactions.
JAR Family Office
Family office services for the administration of real-estate assets, administrative support and estate planning, with guidance on family governance and succession.
Wealth advice for Swiss residents
Comprehensive wealth advice for Swiss residents, with tax optimisation, financial planning, coordination of movable and immovable assets and consideration of the business.
Custodian bank consolidation
Consolidation of bank and non-bank assets via a single platform, with aggregation of accounts, securities and non-banking assets and centralised reporting.
Financial planning
Pre- and post-retirement financial planning, with assessment of the financial structure, definition of needs and development of a roadmap.
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