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DirectoryFinance & InsuranceFinancial ServicesGenevaIntuitae (Suisse) Sàrl
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Intuitae (Suisse) Sàrl

Summary

About the company

The company provides consulting and services to wealthy families to manage and preserve their assets. The core activities include: Asset allocation consulting, Wealth planning consulting, Family governance, Exclusive services, Establishment and operation of mono-family offices. The company supports wealthy families in managing and preserving their assets by offering individual solutions and supporting the family in decision-making and implementation.

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Products & services

Industry:Financial Services
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✓ Offered5
Asset Allocation Advisory
Asset allocation strategy for private equity, publicly traded financial investments, real estate and other assets; selection and monitoring of managers, consolidation of assets and liabilities, support in delegated management or advisory.
Wealth Engineering Advisory
Structuring, optimisation and transfer of wealth with a holistic view covering financial, legal, tax and inheritance-related issues; support for security, specific projects and relocation abroad.
Family Governance
Establishment and facilitation of family governance: shared vision, roles and responsibilities, family councils, family charters, seminars, training for the new generations and management of decisions.
Exclusive Services
Complementary services for club deals, brokerage and assistance with personal and day-to-day management; budget tracking, current accounts, correspondence, tax deadlines, real estate, domestic staff and insurance.
Single Family Office
Support with the creation, organisation and incubation of a single family office; defining needs, management tools and governance, recruiting, training the teams and providing strategic and operational support.

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Location

Quai des Bergues 23
1201 Geneva

At a glance

Legal form
Limited Liability Company
UID
CHE-109.662.768
Founded
2002 · 24 years
Last commercial register change
August 17, 2022
Employees
11 to 20

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