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DirectoryFinance & InsuranceFinancial ServicesGrand-LancyWhite Rock SA
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White Rock SA

Summary

About the company

White Rock SA is an independent wealth advisory firm that assesses personal and family needs, designs strategic family-wealth plans, and selects and coordinates specialist service providers. The firm conducts due diligence and negotiates fees on behalf of clients and does not manage financial assets, focusing solely on advisory services.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered3
Wealth management advice
Wealth management advice, analysis of personal and family needs, development of tailored solutions and customized strategic wealth plans.
Family strategic wealth planning
Strategic wealth plans for families, protection of assets, sustainable growth of wealth and transfers of wealth, of the family business and of values to the next generation.
Coordination of wealth management specialists
Selection of specialists and experts, coordination of their interventions and follow-up using a due diligence approach and objective judgment.
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Location

Place de Pont-Rouge 5
1212 Grand-Lancy

At a glance

Legal form
Corporation
UID
CHE-115.038.779
Founded
2009 · 17 years
Last commercial register change
June 4, 2025
Employees
1 to 10

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