Making your wealth do more
The family office that works for you.
Being independent, we always put the interests of our clients first. Aiming to protect and grow their wealth for generations to come, we actively listen to our clients’ needs to provide them with solutions that are specifically tailored to their objectives.
Performance-driven
✦
Independent
✦
Ethical
✦
Performance-driven ✦ Independent ✦ Ethical ✦
Our Services
Green Wealth Partners provides a holistic approach that considers every aspect of your financial wellbeing. Guiding you at each step of the way, we help you define and manage a wealth strategy that is right for you.
-
We help you structure your family wealth and business for peace of mind for generations to come.
-
We provide comprehensive strategies designed to maximize portfolios and ensure the longterm well-being and continuity of your family's influence.
-
We offer personalized services to track your wealth across asset allocations, enabling better visibility and decision-making.
-
We provide exposure to non-traditional investment segments with the comfort of knowing that you are being advised objectively by experts.
-
We help you maximize your business' entire financial life cycle - from valuation and restructuring to targeted acquisitions.
-
We provide bespoke Investment Services through Primis Investment S.A. (licensed by FINMA and monitored by SO-FIT) based on an Advisory or Discretionary Investment Mandate.
Our Advantage
Why our clients choose to work with us.