A common goal unites us : the long-term preservation of assets for future generations. With personalised investment strategies, we are able to meet all our clients’ requirements.
Without Family Office
With Family Office
What we do for you
- Global analysis, advice and management of portfolios deposited in several banks
- Portfolio consolidation
- Verification of compliance with management guidelines and constraints
- Optimising or setting up appropriate structures to meet family objectives
- Organising and facilitating the transmission of wealth through the generations
- Integration of intellectual, social and human capital in the transmission of financial wealth
We offer our clients an asset consolidation service. Thanks to our IT tools, we can group together both listed assets (securities portfolio) and unlisted assets (flats, land, private equity, works of art, etc.) within the same portfolio. This gives our clients a global view of their assets.
SG M&R SA
1204 Geneva, Switzerland
Phone: +41 (0)22 819 60 10
Fax: +41 (0)22 819 60 20