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DirectoryBusiness & Technical ServicesManagement ConsultingGenevaWP ADVISORS SA
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WP ADVISORS SA

Summary

About the company

The core activity of WP Advisors Group is the provision of wealth planning services, particularly for high and ultra-high net worth individuals and families. This includes advice on wealth structuring, protection and succession planning, as well as the provision of corporate services, securitization and other legal services. The company positions itself as a "bespoke LEGAL FAMILY OFFICE" and does not offer financial advice, but rather focuses on the legal and structural aspects of wealth planning.

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Products & services

Industry:Management Consulting
✓ Offered7
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Estate Planning
Estate planning, asset protection, legacy planning, cross-border asset structuring, and intergenerational wealth transfer strategies.
Legal Family Office Services
Legal family office services, strategic wealth care, legacy planning, legal drafting, third-party coordination, and general legal support for family assets.
DIFC Will Draftsperson Services
DIFC will drafting and registration services, compliance with DIFC regulations, and support from consultation to execution.
Corporate Services
Company formation, corporate structuring, compliance and reporting, accounting, and legal administration.
Securitization Vehicles
Creation of securitization vehicles in Luxembourg for estate planning or investment pooling, with compliance and regulatory risk alignment.

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Location

Place de Saint-Gervais 1
1201 Geneva

At a glance

Legal form
Corporation
UID
CHE-145.620.300
Founded
2017 · 9 years
Last commercial register change
December 29, 2023
Employees
11 to 20

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