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DirectoryBusiness & Technical ServicesManagement ConsultingLuganoAtlantic Partners SA
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Atlantic Partners SA

Summary

About the company

Atlantic Partners SA is a bespoke financial advisory boutique serving families and professional investors. Services include guidance on family business sales and partnership options, transaction support (due diligence, selection of fiscal and legal advisors, coordination of the sale process) and family-office services such as risk profiling, selection of asset managers and liquidity management/diversification.

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Products & services

Industry:Management Consulting
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Business succession and transaction advisory
360° advisory for family-owned businesses before, during and after the deal, including analysis of the competitive environment, preparation of the sale and support in the due diligence process.
Family office advisory
Definition of risk profile, objectives and tax structure, selection of asset managers, portfolio construction, geographic diversification, as well as ongoing monitoring and adjustment of the asset allocation.
Asset allocation and investment solutions
Holistic asset allocation, risk management for total wealth, selection of suitable wealth managers and access to global financial products and services through an open platform.

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Location

Hier entsteht die Karte
Via delle Scuole 1
6900 Lugano

At a glance

Legal form
Corporation
UID
CHE-295.800.945
Founded
2013 · 13 years
Last commercial register change
January 28, 2026
Employees
1 to 10

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