Targa 5 Advisors SA is an independent wealth management boutique that designs bespoke investment strategies and provides discretionary portfolio management and investment advisory for high-net-worth individuals and families. Its services include family office and estate planning, legal and accounting coordination, and a modular platform supporting independent asset managers with compliance, operations and reporting.
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Industry:External Asset Management
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Investment advice and discretionary portfolio management, in-depth diagnostics, continuous monitoring, customised reporting and proactive re-evaluation across multiple asset classes, currencies and international markets.
Wealth Succession Planning
Succession planning and structuring of the transfer, tailored solutions to preserve wealth and ensure an effective intergenerational transfer aligned with family values.
Family Office
Management of the financial and non-financial aspects of wealth, selection of qualified service providers and discreet coordination to simplify the day-to-day life of high-net-worth clients.
Legal & Accounting
Coordination with legal and tax experts, support for the legal and tax structure, protection of assets and improvement of tax efficiency.
Services for Independent Wealth Managers
Regulatory, operational and investment infrastructure for independent managers, including compliance, risk management, reporting, technology tools, portfolio support and relationships with custodians.
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