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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