As one of the leading independent Swiss wealth management firms offering services to U.S. investors, we are dedicated to providing individuals, couples, and families with prudent, dependable investment services.
Our focus is on High Net Worth clients and their foundations, trusts, estates, holding companies, and other interests.
We also provide services to independent financial advisors, private banks, attorneys, and accountants.
We work with U.S. citizens, regardless of their location, who see the value in an independent wealth management firm that is based in Switzerland.