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DirectoryFinance & InsuranceFamily OfficesGenevaJAR Properties SA
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JAR Properties SA

Summary

About the company

JAR Properties SA provides private wealth management and family office services, including investment advice, discretionary portfolio management and consolidation of client assets. It serves families, entrepreneurs and institutional clients and operates with a network of banking and custody partners.

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Industry:Family Offices
✓ Offered6
Wealth management
Wealth management with discretionary mandates, advisory mandates and execution-only mandates; active risk monitoring, investment recommendations and implementation of transactions.
JAR Family Office
Family office services for the administration of real-estate assets, administrative support and estate planning, with guidance on family governance and succession.
Wealth advice for Swiss residents
Comprehensive wealth advice for Swiss residents, with tax optimisation, financial planning, coordination of movable and immovable assets and consideration of the business.
Custodian bank consolidation
Consolidation of bank and non-bank assets via a single platform, with aggregation of accounts, securities and non-banking assets and centralised reporting.
Financial planning
Pre- and post-retirement financial planning, with assessment of the financial structure, definition of needs and development of a roadmap.

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Location

Rue de la Corraterie 4
1204 Geneva
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-379.859.550
Founded
2024 · 2 years
Last commercial register change
March 5, 2024
Employees
11 to 20

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