AGUAVERDEFAMILY OFFICE SA

INDEPENDENT ASSET MANAGEMENT IN ZUG

INDEPENDENT ASSET MANAGEMENT IN ZUG

INDEPENDENT.
PERSONAL.
INTERNATIONAL.

WE BELIEVE MUTUAL TRUST IS THE BASIS OF EVERY SUCCESSFUL PARTNERSHIP.

We believe mutual trust is the basis of every successful partnership. Aguaverde Family Office SA supports families and business owners from Latin America and Switzerland in all matters relating to wealth, succession and family strategy. And we go the extra mile, providing advice that extends beyond financial matters. We focus on areas where we know we can go above and beyond, delivering a unique service responsibly and with the utmost dedication. A FINMA-licensed asset manager based in Zug, we are independent, neutral and always act in your best interests.

OUR SERVICES – PERSONAL & TAILORED TO YOU

ASSET MANAGEMENT

Structured investment strategies, tailored to your asset structure and life planning

INDEPENDENT FINANCIAL ADVICE

Personalized support, with no bank affiliations or product sales

FAMILY STRATEGY & SUCCESSION PLANNING

Advice on foundations and trusts, relocations, corporate succession and intergenerational wealth structuring

CHARITABLE PROJECTS

Planning, support and monitoring of philanthropic engagement

WHO WE WORK FOR

Our customers value our independence, customized solutions and the personal relationship we build with them – often over many years. They all require confidential, long-term support that goes beyond purely financial considerations.

LET’S CONNECT

Are you looking for a partner who deserves your trust and thinks and acts in your best interests? Welcome to Aguaverde Family Office SA. We look forward to meeting you.