swisspartners has many years of experience and proven expertise with high-net worth private clients in France. In asset management and portfolio optimization, we act as a family office with a keen eye for tax matters.

In addition to our in-house expertise, we have a network of experts that we can enlist to solve your individual problems. As a client, you can expect professional support in every phase of life. Our objective is to preserve and grow your assets – across generations.

swisspartners is not a bank. We see ourselves as an active partner to our demanding clientele. As an independent asset management firm, our corporate success is directly linked to your success. It is therefore in our best interest to provide you with superior performance.

Primary services

• Asset management, free from any third-party influences
  
• Tax optimization, in compliance with legal provisions in France
  

Why swisspartners

• Free selection of custodian bank
  
• No restrictions on the selection of investment products
  
• Forward-looking estate planning and tax advice
  
• Establishment of foundations and trusts
  
• Legal advice, also with respect to the purchase and holding of real estate