Headquartered in the heart of Geneva, we have been navigating the complexities of substantial wealth for an elite clientele of Ultra High Net Worth (UHNW) individuals and families across generations. We maintain the Swiss tradition of discretion, integrity, and prudence in all our actions.
We are an independent, multi-family office with a global reach. Our decade-long heritage in wealth management equips us with the experience to navigate the complex landscape of substantial wealth.
We understand that exceptional wealth brings exceptional responsibilities and opportunities. Our clients turn to us for a vast array of personalised services, including wealth planning, investment management, legacy planning, philanthropy, and direct investing, seamlessly integrating all aspects to preserve and grow their wealth for future generations.
Our Approach
Each client’s wealth management strategy is tailored to their specific needs, leveraging quantitative data and personal nuances. We combine the rigors of financial analysis with an understanding of your goals for a comprehensive, bespoke solution.
Services
We actively manage your portfolio, employing robust asset allocation strategies that balance risk and return, leveraging both traditional asset classes and alternative investments. Our team constantly monitors global macroeconomic trends to ensure your portfolio is optimally positioned to seize emerging opportunities while mitigating potential risks.
We provide comprehensive financial planning services, incorporating tax optimisation, retirement planning, risk management, and estate planning. We work alongside our clients’ legal and tax advisors to ensure that every decision is based on a holistic perspective.
As leaders in direct investment, we help you access opportunities not typically available in public markets, providing insights into private equity, venture capital, and real estate. We work closely with our global network to identify promising ventures that align with your risk tolerance and wealth objectives.
Our team supports you in structuring a lasting legacy. Whether it’s setting up a family foundation, planning your estate, or implementing a philanthropic strategy, we’re with you at every step.
We strongly believe that comprehensive financial education ultimately leads to financial independence and therefore we focus on family wealth education and governance, fostering cohesion and financial literacy among family members across generations.
Get In Touch
We make the complexity of your financial world simple. Together, we define the structure that fits your objectives.
Join us as we embark on a journey to achieve a lasting legacy together. At Icaria Family Office, your family’s financial future is in trusted hands.
- +41 22 5752 583
- info@icariafamily.com