​

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.

Administrative Arrangements *

Strategic consultancy Services

Applying the power of our proprietary model

─ the Private Structured Investment Strategy™ ─

to your specific situation for an optimal solution

Capital Solutions

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.

Helping You Meet Your Goals

Investment Management *

private markets - equity, debt, hybrids

financing 

project finance

impact ventures

structured investments

sustainable investments

philanthropic solutions

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

company structuring

formation & management of Trusts, Companies, Foundations
Board representation

​Wholistic Wealth Solutions works primarily with qualified, accredited or institutional Investors.

Wholistic Wealth Solutions does not provide investment, legal, or tax advice. 


Fiduciary & Company Services *

Advisory Services

​portfolio strategy & oversight

asset management 

tax and legal advice,

accounting and bookkeeping services