When it comes to wealth planning and management, no standard off-the-shelf product or solution will address the complex financial, tax and asset management issues our clients face today. At SWISSPATH, we make it personal. Our specialists provide advice, assistance and guidance, tailored to the specific needs of each and every client.

We structure and protect intergenerational wealth transfers through our in-house FINMA licensed trustee or in partnership with trusted external providers. In both cases, our experienced professionals consider all relevant legal, financial and tax implications to establish a solid, sustainable and efficient set-up.

We are independent specialists licenced by FINMA with an open architecture model, which enables us to develop investment strategies and services unique to our clients.

Irrespective of the service provided, we adhere to our key principles, which are: honesty, transparency and accountability, at all times. When shaping a client strategy we endeavour to build a personalised client relationship for each mandate and to take the necessary time to analyse all aspects of their situation.

We rigorously control investments, adjust mandates for efficiency, and maintain transparency. We cover traditional financial markets (liquid assets) as well as private markets. In the private equity sector, we advise on formation, structuring and financing, addressing specific client risk and return needs.

Our yachting services provide for every aspect of yacht ownership, emphasizing client-driven, tailored solutions to simply ownership and operation whilst maximizing enjoyment. Our services include yacht brokerage where we manage the sales and acquisitions processes, charter services to generate revenues or plan luxury charter trips, and the full spectrum of yacht management services to ensure each yacht meets the highest standards. We also provide build supervision services from design to launch, reflecting each client’s vision and our fiscal advisory and financing.

Find out more about Swisspath Yachting