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Family Office

We know and truly believe that managing a family's assets goes far beyond pure financial aspects.

​Our concept of a Family Office is the one of a unique opportunity and a systematic approach to resolve the whole range of issues of a family related to the asset management, property and estate management, fiscal optimisation, structure of the family’s companies, legal protection, health care, administrative tasks, as well as the organization as a whole.

The main purpose of a «Family Office» is the creation of your and your family's personal comfort and peace of mind. Compliance with the rules of full confidentiality - is the main principle of our work!

Crédit Privé and its management haves a long experience in wealth management. Given a client's high profile, with it's specific requirements in the client's field of activity we can offer a true "Taylor Made" service.


Whether you require complex wealth management and investment advice, or expertise in the areas of corporate finance and investment  or for planning the succession and governance of your family’s business, we have the capabilities and worldwide network to provide you with  first class professional support.


Our risk-based approach in a portfolio construction ensures a breadth of precisely developed investment solutions always keeping in mind your full vision of your own wealth  universe.


Crédit Privé acts as a single point of contact and offers qualified services for identification, evaluation, and decision making, meaning that Crédit Privé would able to give you a full key in hand service in the most different sectors.


Crédit Privé manages and support all services for Private and Corporate from Corporate Finance to Wealth Management and from Asset Management to Financial and Strategical Advisory never forgetting fiscal optimisation.


  • Tailored Asset Administration Agreement

  • Tailored Asset Management

  • Selection External Asset Managers

  • Selection Depositary Banks

  • Risk Analysis

  • Risk, Performance & Costs Control

  • Consolidated reporting

  • Private Label Funds

  • Real Estate Investments & Advice

  • Art Investments & Advice


  • Trust Services

  • Tax Advice

  • Succession Planning

  • Accounting Services

  • Company's Incorporation Services

  • Financial Planning

  • Merger & Acquisition

  • Special Service "WELCOME TO SWITZERLAND"


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