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DirectoryFinance & InsuranceExternal Asset ManagementLuganoAVA FAMILY OFFICE SAGL
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AVA FAMILY OFFICE SAGL

Summary

About the company

The core activity of AVA Family Office is the provision of services as a Family Office, particularly in the areas of: Financial Advisory, Wealth Management, International Relocation, Tax & Legal, Philanthropy, Real Estate, and Luxury & Concierge Services. The company also offers services in the field of Generational Transitions and Wealth Succession Planning.

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Products & services

Industry:External Asset Management
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Financial Advisory
Balance sheet analysis and consolidation, selection of financial counterparties, cost optimization, control and risk management for clients’ assets and investments.
Generational Transitions
Succession support for movable and real estate assets and family businesses, including tax and legal tools, financial planning, education, training and support for younger generations.
International Relocation
Relocation planning and support for tax regimes, residence permits and documents, housing search, schools and location-related needs for families moving abroad.
Tax & Legal
Coordination and supervision with tax advisors, accountants and lawyers in Switzerland and abroad, including selection of consultants across jurisdictions.
Philanthropy
Philanthropy planning and selection of associations or referents to support, with focus on social impact and structured planning.

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Location

Via Canova 9
6900 Lugano

At a glance

Legal form
Limited Liability Company
UID
CHE-134.949.049
Founded
2020 · 6 years
Last commercial register change
January 30, 2020
Employees
1 to 10

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