Your family office in Sao Paulo

As a Swiss family-owned private bank, our core business is wealth management services for individuals, families, entrepreneurs, retirees and the next generation of asset owners. It includes discretionary management, advisory services and wealth planning for our clients' private and professional wealth.

We work with clients who want their assets to add value to their lives and the lives of others. Our approach is one that focuses on generating sustainable income, preserving and growing capital, managing risk and maintaining liquidity while respecting a client’s goals, objectives, values and time horizons.