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What your family needs, under one roof.

Consolidated reporting

A single view of your entire wealth — banks, custodians, real estate, private equity, collectible assets. Independent of any bank, with full transparency on performance and fees.

Investment oversight

Monitoring of mandates and managers, consolidated performance, fee and risk reviews, and preparation of your family investment committee. Oversight and coordination — never asset management.

Family office coordination

A single point of contact orchestrating bankers, lawyers, notaries, tax advisors and insurers — through to household management and special requests.

Governance & succession

Family charters, next-generation education, estate planning and succession coordination under Swiss law, with trust and foundation structures via established Swiss partners.

Tax & administration

Swiss tax compliance and optimisation — including lump-sum taxation — payroll for your employees and household staff, domiciliation, mail and administration.

Digital vault

An encrypted family document vault with Swiss data residency, structured records and controlled sharing with your advisors.

Real estate & transactions

Property management and administration of your assets, sourcing and evaluation of opportunities, and transaction coordination with notaries, banks and due diligence.

Useful resources: articles & guides · contact

Family office services in Geneva | Ridger