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DirectoryFinance & InsuranceExternal Asset ManagementLuganoLAGOM Family Advisors SA
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LAGOM Family Advisors SA

Summary

About the company

The core activity of LAGOM Family Advisors SA is independent wealth management and advisory services for a select number of families and high net worth investors, including financial and administrative management of assets.

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Offering

Products & services

Industry:External Asset Management
✓ Offered8
Multi-family office
Management, protection and preservation of assets for a small number of families and affluent investors; personalised advice with financial and administrative support.
Investment and asset tracking
Ongoing communication with banks and wealth managers, monitoring of all assets, consolidated reporting, performance calculation, cost control and mandate analysis.
Strategic asset allocation
Defining objectives, risk profile and strategic asset allocation; developing a long-term wealth-management plan and implementing it efficiently.
Investment ideas
Analysis and assessment of specific investment solutions, including alternative investments such as private equity and direct investments.
Education and training
Involving the next generations and imparting the knowledge needed to continue wealth management across generations.

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Location

Via Magatti 6
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-190.135.413
Founded
2017 · 9 years
Last commercial register change
February 12, 2025
Employees
1 to 10

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