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DirectoryFinance & InsuranceExternal Asset ManagementLuganoTravella and Partners SA
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Travella and Partners SA

Summary

About the company

The core activity of Travella and Partners is to provide services as a Multi-Family-Office for wealthy families, institutions and foundations. This includes: wealth analysis and consulting, wealth management and monitoring, cost optimization, protection against fraud and unwanted transactions, wealth succession planning and structuring, and access to international financial services and products, such as Private Equity, hybrid structures, real estate investments and commodities. The company offers its clients independent and impartial advice and supports them in managing and protecting their wealth across generations.

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Products & services

Industry:External Asset Management
✓ Offered5
Multi Family Office
Highly customised solutions for prominent families, corporate treasuries and foundations; protection and growth of wealth, independent advisory and coordination of wealth areas.
Analysis & Reporting
Clear, comprehensive view of the wealth situation; aggregation and monitoring of financial and non-financial data, controlling costs and performance of the managed services.
Wealth Protection
Daily monitoring of investment strategies, verification of mandates and cost conditions, quality checks on transactions and on the activity of wealth managers.
Wealth Planning
Estate planning and structuring of assets for future generations; preparation for transitions and support in strategic decisions with a network of partners.
Access to non-bank investment opportunities
Introduction to international professionals and opportunities not accessible through traditional banking channels, including private equity, hybrid structures, real estate equity and commodities.

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Location

Corso Elvezia 9
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-135.057.863
Founded
2015 · 11 years
Last commercial register change
July 22, 2026
Employees
11 to 20

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