Wealth & Tax Structuring — Geneva
Tailored wealth advisory for an exceptional clientele.
Independent firm specialised in wealth structuring, tax optimisation and company formation. A holistic, discreet approach with zero conflicts of interest.
Our impact
Numbers that speak for us
Years of expertise
Clients advised
Working languages
Jurisdictions covered
Our expertise
A holistic approach to wealth.
We cover the entire wealth lifecycle, from formation to transmission, with an integrated and independent approach.
Why choose us
Rare independence, precise execution.
Access to closed banking solutions
Our network of international banking partners opens accounts in institutions hardly accessible to individuals, including for complex profiles.
A single point of contact
Company formation, banking, domiciliation, tax optimisation: everything coordinated by a single team, without months wasted in administrative steps.
Robust legal architectures
No off-the-shelf setups: tailored structures designed by experts in international law and resilient to tax audits.
Absolute discretion and security
Your information stays confidential. Our solutions guarantee data protection, in line with Swiss standards.
Zero conflicts of interest
Unlike banks or family offices, we receive no commissions on financial products. Our advice is 100% impartial.
Holistic onshore & offshore approach
We design strategies that intelligently combine Swiss and international jurisdictions, in strict compliance with the legal framework.
How we work
Three steps, a proven method.
Step 01
Personalised online assessment
An initial structured audit to understand your situation, free and without commitment.
- Interactive questionnaire to capture your objectives
- Concise wealth assessment
- Preliminary recommendations within 48 hours
Step 02
Tailored support
In-depth conversations with your dedicated advisor to build the strategy.
- Compared scenarios with quantified simulations
- Tax and wealth strategies clarified
- Validation by our experts
Step 03
Meeting with an expert
Face-to-face execution with our full network of partners mobilised.
- In-depth face-to-face analysis
- Tailored setups: SCI, SCCV, holding, international
- Coordinated network of notaries and lawyers
Book a free consultation
Let's discuss your wealth project, in full confidentiality.
An initial 45-minute meeting, free and without commitment, to understand your situation and assess together the possible avenues of support.