Family Office

A common goal unites us: the long-term preservation of assets for generations to come. With personalized investment strategies, we know how to respond to all of our clients’ requests.

Personne feuilletant un prospectus de SG M&R dans leurs bureaux.

Without Family Office

Illustration sans Family Office

With Family Office

Illustration avec 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
  • Optimization or implementation of appropriate structures meeting family goals
  • Organization and facilitation of the transmission of heritage through generations
  • Integration of intellectual, social and human capital during the transmission of financial heritage

Consolidation

We offer our clients an asset consolidation service. Thanks to our IT tools, we are able to group together both listed assets (securities portfolio) and unlisted assets (flats, land, private equity, works of art, etc.) in a single portfolio. Our clients thus have a global view of their assets.

Our Offices

SG M&R SA
Longemalle 1, 3rd floor
1204 Geneva, Switzerland

Logo de SG M&R

Contact us

Phone: +41 (0)22 819 60 10
Fax: +41 (0)22 819 60 20