Capital Preservation For Generations

Through decades of senior-level global experience, we guide distinguished families in preserving and expanding their legacy across generations, jurisdictions, and asset classes.

25+
Years Experience
24/7
Availability
Global
Expertise
Balanced Portfolio
Solid Track Record
Long-Term Focus
Generational Wealth
International Diversification
Global Approach

Distinguished Services

Bespoke wealth solutions crafted for discerning families who demand excellence in every aspect of their financial stewardship.

01

Private Wealth Management

Sophisticated investment strategies tailored to your family's unique risk profile, cultural values, and intergenerational objectives. Our approach integrates traditional and alternative investments across multiple jurisdictions and with licensed partners.

02

Family Office Services

Comprehensive governance for high-net-worth families, encompassing trust and foundation structuring, tax optimization, succession planning, and coordinated management of your family's complete financial ecosystem with licensed partners.

03

Lifestyle & Legacy

Concierge-level management of luxury assets, philanthropic initiatives, and impact investments. We orchestrate every detail from art acquisition to next-generation education and values transfer.

Strategic Participations

Curated investments in exceptional companies that embody innovation, sustainability, and transformative growth potential.

Rimac Group

Croatian visionary Mate Rimac, undoubted Europe's automotive pioneer, leads breakthrough innovations from the world's fastest hypercar to autonomous mobility solutions and next-generation energy storage technologies.

Floxy

Italian innovation leader transforming athletic performance through breakthrough ergonomic technologies, demonstrating exceptional revenue growth and market expansion in the premium sportswear sector.

European Cricket League

Revolutionary sports entertainment platform that has captured global audiences, becoming the world's most-streamed sporting competition and redefining how communities engage with cricket across continents.

Beneson

Pioneering sustainability enterprise driving transformative change across Africa through innovative agricultural technologies, renewable energy solutions, and environmental restoration initiatives.

Our Distinction

Five pillars of excellence that define our approach to serving the world's most discerning families.

🌍

Global Mastery

Decades of senior-level expertise across international markets, regulations, and sophisticated financial structures.

🤝

Absolute Discretion

Relationships built on unwavering trust, complete confidentiality, and transparent communication at the highest levels.

⚖️

Uncompromising Independence

Completely independent fiduciary commitment, ensuring every decision serves exclusively your family's best interests.

Always Available

Concierge-level service with round-the-clock accessibility, ensuring your needs are met wherever you are in the world.

Bespoke Excellence

Completely customized solutions with premier partners, competitive structures, and exceptional attention to detail.

Begin the Conversation

We invite distinguished families to explore how our expertise can serve your wealth preservation and growth objectives.

General Inquiries
Headquarter
Zug, Switzerland