Our Clients

YOU are at the center of our dedication - to protect and grow what is rightfully yours. 

Wealth is more than the net-worth of your belongings. It is created with hard work, devotion, and talent - often over generations. Some may not understand what it took to get here. We do. Therefore, it is our mission to help protect and grow what is rightfully yours. 
 

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Private 
Investors

Tailor I Invest I Profit

You are an entrepreneur, preparing for an exit or succession, a wealthy family, preserving your wealth and legacy, or a global citizen, seeking international opportunities.

 

Whatever your circumstances, we take the time to assess, understand and implement strategies with both offense and defense in mind. 

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Professionals
& Planners

Connect I Enhance I Deliver

You are a professional advisor, an estate planner, an accountant, or asset protection attorney. You are interested in providing your clients with an enhanced offering of cross-border services.

 

By partnering with us, you gain convenient access to a time-tested pool of international skills and expertise, a cross-border “Swiss army knife” of sorts - a globally empowered offering.

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Financial 
Institutions

Pool I Unite I White Label

You are an independent investment advisor, a family office, or a fund manager. You face the challenges of increased regulations, generating alpha in traditional markets, while adapting to the realities of digital finance.

 

We face these challenges as well. We are interested in working with you to deliver bespoke services and solutions affording significant joint benefits. 

'Our clients and partners come from diverse backgrounds with diverse needs. Many of them are Americans looking for international solutions. All of them value the benefits of a committed, skilled, and globally connected partner in Switzerland. They cherish the tranquility of working with a sentinel that cares and understands.'

 

- Frank R. Suess