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Family Office services

The larger the fortune, the more critical it is to ensure proper oversight of your assets and the associated risks...

...to have clear responsibilities and to enjoy access to institutional solutions.

Given proper oversight, you will be in a position to develop clear objectives for the long-term preservation, growth and control of your wealth.

Private Value will work with your trusted advisers, asset managers and established wealth management experts.

 

 

 

FAMILY GOVERNANCE

  • CONSULTANTS
  • TAX SPECIALISTS
  • ADVISERS
  • LAWYERS

 

INVESTMENT GOVERNANCE

  • STRATEGY
  • MANAGEMENT
  • ALTERNATIVE INVESTMENTS
  • SUPERVISION

 

OPERATIONAL GOVERNANCE

  • GLOBAL CUSTODY
  • REPORTING
  • FUND SERVICES
  • INVESTMENT VEHICLES
  • GLOBAL MARKETS

 

We pride ourselves on the interdisciplinary nature of the services we offer. This enables us to view our clients' complex financial needs from a holistic perspective and ensures that your objectives can be attained efficiently.

Private Value Asset Management

Private Value Asset Management was founded in Lugano in 2006 as a Family Office, providing asset management and fiduciary services to High Net Worth Individuals and Institutional clients. The Company’s Management Team has a long standing expertise and track record in Private Equity and Investment Banking and has build over the years a substantial portfolio of trusted and highly reputable institutional counterparties in Switzerland, Europe and worldwide, allowing its clients to access to a comprehensive platform of top rate services.

In a world dominated by aggressive requests of transparency and disclosure, we understand the value of preserving our clientele’s private life and business, while maintaining a firm approach toward compliance and due diligence.

Private Value AM
Piazza San Roch, 2
CH- 6537 Grono Grigioni - SWISS
Phone: +41 (0)91 922 9722
Fax: +41 (0)91 922 97 23
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