In the prestigious Forbes space, Custody Wealth Management recounts its vision as an independent, FINMA-licensed family office, capable of accompanying HNWI and UHNWI clients throughout the wealth lifecycle, with a holistic, flexible and generational continuity-oriented approach.
The article explores the three pillars on which our activities are based:
– independence from the banking system
– full control of the management process (including legal and tax aspects)
– the centrality of the client in a solid and ongoing relationship
Forbes highlights our ability to combine traditional tools and innovative solutions: from trusts and foundations for generational transition planning, to family and corporate treasury management, to investments in passion assets (such as art, vintage cars and jewelry) and digital assets, including tokens and cryptocurrencies.
A comprehensive overview of a tailor-made model that stands out for its focus, vision, and ability to interpret clients’ needs in a constantly evolving global environment..
Download the PDF o read the full article published in Forbes.
