Platinum Member is an independent Registered Investment Advisory firm based in Lugano, Zurich and Geneva that takes a unique, collaborative team approach to lead you through a personalized Private Wealth Management experience like no other.
Gold Member specializes in helping successful entrepreneurs, executives, other high-net-worth individuals and their families properly connect their financial resources to their personal aspirations. We do this through innovative, cash flow-based Private Wealth Planning and discretionary, in-house asset management completely unconstrained by any large corporate agenda.
Gold Member supports clients throughout the entire wealth creation and preservation cycle and serves as a partner, advocate and advisor during all aspects and phases of their journey.
We are based in Lugano, Zurich and Geneva.