Financial & Real Estate services
Family Office
Our subsidiary, Alma Family Office, based in Geneva, acts as an independent financial advisor. We work closely with family members to understand their specific needs and provide tailored support, particularly in the following areas.
INVESTMENT ADVICE
Independent of any financial institution, we deliver our services with complete objectivity and offer investment solutions that serve only the client’s interests.
FAMILY AFFAIRS MANAGEMENT
We coordinate relationships between family members and external advisors, including legal experts, accountants and lawyers. We also assist with family governance, intergenerational wealth transfer and the resolution of family disputes.
FINANCIAL ASSET SUPERVISION
We oversee all your investments by selecting portfolio managers, conducting due diligence, ensuring appropriate asset allocation and regularly evaluating performance.
RISK MANAGEMENT
We identify and manage the financial risks you may face, including economic fluctuations, legal obligations and geopolitical challenges. We design and implement diversification and protection strategies to safeguard your assets and long-term interests.
We aim to provide comprehensive, personalized services to private clients, helping them manage their wealth, achieve their financial goals and preserve their family legacy for the long term.