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FAMILY OFFICE

Our subsidiary, Alma Family Office, based in Geneva, acts as an independent financial advisor, working closely with family members to understand and meet their specific needs, particularly in the following areas:

Investment advice

Independent of any financial institution, we can deliver our services with the utmost objectivity and offer investment choices solely in the client's interest.

 

Family Affairs Management

We handle coordination between family members and external stakeholders such as legal advisors, accountants, and lawyers. We also manage issues related to family governance, intergenerational transfer, and family disputes.

Financial Asset Supervision

We supervise all your investments by selecting portfolio managers, conducting due diligence, ensuring strategic asset allocation, and regularly evaluating performance.

Risk management

We identify and manage the financial risks you may face, such as economic fluctuations, legal obligations, and geopolitical risks. We implement diversification and protection strategies to safeguard your interests.

We aim to offer a comprehensive and personalized service to wealthy private clients, helping them manage their wealth, achieve their financial goals, and preserve their family legacy over the long term.

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