Wealth management

We make it our overriding objective to achieve the optimum balance between the performance and protection of your wealth.

Inheritance planning :

Optimise the achievement of your goals and create a favourable climate for performance

Asset management :

Performance of assets while preserving their long-term value

"An ally over time"

Lagane Family Office will help you build a global wealth management plan over the long term.

Family Office Services :

Specific sectors where we maintain the same demand for balance in performance and protection

Inheritance planning


ADVICE ON PREPARING AND ORGANISING YOUR ASSETS ACCORDING TO YOUR GOALS


The financial assessment is an indispensable initial step towards planning. It is the first pillar in the long-term relationship that we maintain with families. It allows us to respond to your current concerns and to put in place the foundations for a bespoke management of assets and liabilities.

Once the assessment is drawn up, we update and adjust your inheritance planning in the light of family developments, as well as legal, economic and financial changes.

 

BETTER KNOWLEDGE = BETTER HELP


Practical information

CP 5283 1211 Genève 11 Bvd Georges-Favon 14 1204 Geneva
Mon-Fri: 08:30-18:30