The core activity of Savair is wealth management services for private clients, including wealth planning, tax and philanthropic planning, investment advice, portfolio management, alternative investments and digital platforms. The company also offers family office services, including family care and operations.
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Industry:External Asset Management
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Independent support for entrepreneurs and families with complex wealth situations; Investments, Wealth Planning and Family Operations within a coordinated framework.
Investments
Strategic wealth allocation, portfolio construction and implementation; selection of active and passive approaches, managers and instruments, as well as ongoing monitoring and adjustment.
Tax & Wealth planning
Coordination of tax and wealth planning across jurisdictions, entities and trusts; cash-flow planning and alignment with accountants and advisors.
Family Operations
Establishment of processes, reporting cadences and governance structures; consolidated overview of assets, accounts and structures for clear decision-making.
Consolidated Reporting
Consolidated reporting on investments, cash flows and holdings; a current view across accounts and banks.
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