Comprehensive Solutions for Families with Complex Needs

At Sieben Wealth, our services address the full spectrum of challenges faced when managing substantial wealth across generations and jurisdictions. We go beyond traditional investment management to provide a holistic suite of solutions that supports your family’s goals, values and aspirations. Our aim is to simplify life and ensure every aspect of your wealth is managed with care and precision.

How We Deliver

Personalised service

Each client is assigned a dedicated relationship manager and advisory team

Regular reviews

We hold periodic meetings to review your strategy and adapt to changing circumstances

Integrated solutions

We coordinate with your existing advisers or introduce trusted specialists as required

Investment Management

We create bespoke investment strategies aligned with your risk tolerance, time horizon and legacy objectives. Our open‑architecture model grants access to leading global asset managers and opportunities free from institutional bias. We offer:

Discretionary portfolio management with leading Swiss and international custodians

Consolidated reporting for a clear, real‑time view of your assets

Proactive risk management and regular strategy reviews

Access to private markets, alternative investments and impact opportunities

Wealth Structuring & Succession Planning

Managing wealth transfer and governance requires foresight and expertise. We help you:

Design and implement trusts, foundations and family‑governance frameworks

Coordinate cross‑border tax and legal planning to optimise your family’s position

Prepare the next generation through education, mentorship and structured transition plans

Resolve governance issues with sensitivity and discretion

Additional Services

We act as the central point of coordination for your family’s broader financial and administrative needs, including:

Philanthropic and impact‑investing strategies

Real‑estate and private‑asset management

Luxury goods managment

Lifestyle and concierge services (by arrangement)

Oversight of legal, tax and compliance matters

Begin Your Partnership

Find out how we can support your family’s unique needs. Contact us to arrange a confidential consultation.

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