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Adovis Financial offers bespoke services to meet UHNW families’ unique needs. Nestled in the heart of Switzerland, we provide a sanctuary where your financial and personal affairs are managed with the utmost discretion, professionalism, and care.
Our investment philosophy includes a strong focus on infrastructure investments. By incorporating both traditional and alternative investments, we strive to maximize returns while ensuring the long-term growth and stability of our families’ portfolios.
Best Wealth Planning Team
Outstanding Contribution to Charity
Adovis Financial was founded to provide unparalleled financial and lifestyle management services to UHNW families. Rooted in the timeless values of trust, integrity, and excellence, we offer a sanctuary where your family’s wealth and well-being are meticulously nurtured.
Our mission is to deliver bespoke solutions that preserve and enhance your family’s legacy. We strive to build enduring relationships based on mutual respect and understanding, guiding you through the complexities of wealth management with unparalleled expertise and discretion.
We uphold the highest standards of honesty and transparency in every service aspect.
We are committed to providing superior quality and personalised solutions that exceed your expectations.
Your privacy is our priority. We manage your affairs with the utmost confidentiality and care.
We continuously seek innovative strategies and solutions to address your evolving needs.
At Adovis Financial, our team is our greatest asset. Comprised of seasoned professionals with extensive experience in wealth management, estate planning, tax optimisation, infrastructure investing, and more, we bring a wealth of knowledge and expertise to every client relationship. Our multidisciplinary approach ensures that all aspects of your financial and personal affairs are seamlessly integrated and expertly managed.
Our expert team provides comprehensive wealth management services, ensuring your assets are meticulously handled. From investment strategies to asset allocation, we tailor our approach to align with your financial goals and risk tolerance.
Preserve your legacy with our strategic estate planning services. We work closely with you to develop a personalised plan that addresses your family’s future needs, ensuring a seamless wealth transition across generations.
Navigating the complexities of tax regulations is crucial for preserving wealth. Our tax specialists offer innovative solutions to minimise tax liabilities while ensuring full compliance with local and international laws.
Benefit from deep market insights and investment expertise. We identify and capitalise on high-potential opportunities, crafting a diversified portfolio for long-term growth. Our strategy includes target infrastructure investments, providing significant opportunities for diversification and risk mitigation. This provides clients with a balanced portfolio that can withstand various economic cycles.
Make a meaningful impact with our philanthropic advisory services. We assist in identifying causes that resonate with your values, ensuring your charitable contributions create lasting, positive change.
Our tailored family governance solutions strengthen family unity. We facilitate family meetings, establish governance structures, and promote effective communication to ensure harmonious and strategic decision-making.
Experience unparalleled convenience with our lifestyle management services. From travel arrangements to property management and personal concierge services, we take care of the details so you can enjoy life’s pleasures.
Let us be your trusted partner in navigating the complexities of wealth management, ensuring that your family's legacy endures for generations to come.
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