business & market strategy;

business case evaluation and adaptation;

new products & trends identification, structuring and launch;

adapted marketing and marketing tools;

white papers, research papers, market studies

Switzerland and Europe-centric business strategy.

​* For accredited investors. Lead by external service providers.

Advisory Services

Strategic consultancy Services

Investment Management *

Fiduciary & Company Services *

Helping You Meet Your Goals

portfolio strategy & oversight

asset management 

tax and legal advice,

accounting and bookkeeping services

company structuring

formation & management of Trusts, Companies, Foundations
Board representation

Capital Solutions

Administrative Arrangements *

Applying the power of our proprietary model, the Private Structured Investment Strategy™, to your specific situation for an optimal solution.

private capital (debt / equity) 

financing 

project finance

structured investments

sustainable investments

Wealth Planning, Financial Structuring

The personal Investment Office[our unique Multi-Family Office model]* to monitor, consolidate, report and conduct strategic reviews and prepare the Wealth Balance Sheet.