An integrated approach between specialization and diversification allows to create a superior level of solutions and experiences.

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A full service platform

Our clients are wealthy families requiring international exposure, with complex financial needs in the areas of investment management, tax advice & planning, administration, family mentoring, philanthropy and the arts.


International relationships, economic, social and legal evolution across different jurisdictions result in increasing complexity in tax matters. Our qualified team of lawyers and tax advisors combine a solid knowledge of Italian law and taxation with international tax planning expertise, taking advantage of a global network of referenced professionals.

Our offering
  • Wealth planning
  • Estate planning
  • Gift during lifetime
  • Life Insurance
  • Wealth management
  • Investment vehicles
  • Real Estate structures
  • Investment funds
  • Private Equity structuring
  • Trust services
  • Trust formation and administration
  • Nominee services
  • Tax planning
  • Tax filing
  • International relocation
  • Efficient tax treaty implementation

Arrange a meeting with our Tax advisor
Contact us now
+41 91 9853510

Among UHNWI passive management, alternatives solutions and direct investments are the growing areas of focus. Our long lasting experience in the public market, with a specific focus in alternative investments, together with Alvarium sourcing of deals, provides us with all the skills needed to respond to the market’ evolution and need.

Our offering
  • Independent Investment Advisory
  • Expected return definition
  • Asset Allocation
  • Risk profile assessment
  • Manager & mandate selection
  • Portfolio Management
  • Liquid discretionary portfolio
  • Multi asset portfolio
  • Private investments portfolio
  • Private Equity structuring
  • Private Investments
  • Private investments portfolio construction
  • Co-investments/Club deals
  • In house direct investment origination
  • Real Estate Advisory
  • Sound in house expertise in worldwide investments
  • Co-alignment of interest between GP’s/Client and advisor

Arrange a meeting with our Wealth Managers
Contact us now
+41 91 9853510

Conservation of wealth and its enhancement to real potential is pursuable only if together with a wise financial management is combined a regular activity of family mentoring to all members, a pro-active approach on family’s shared values and a facilitation of addressing passions and aims.

Our offering
  • Family mentoring
  • Effective family communication
  • Living in harmony with the family wealth
  • Making the best use of passions and aims
  • Smooth generation transitions
  • Wealth inheritance skills building
  • Philanthropy Plus
  • Pure advisory
  • Liquid sustainable discretionary portfolios
  • Impact projects portfolios
  • Tailored impact & philanthropy family projects
  • Art Plus
  • Art advisory
  • Art negotiation
  • Art valuation
  • Beyond art: making the most of all form of individuals creativity

Arrange a meeting with one of our Family Advisors
Contact us now
+41 91 9853510