You, Our Clients and Partners
Long-term relationships of trust, commitment and joint ambitions
Our clients and partners come from diverse backgrounds. All of them value the independent advice of a trusted, internationally connected, and experienced ally in Switzerland.
Private
Investors
Access I Profit
You are an entrepreneur, preparing for an exit or succession, a wealthy family, preserving your wealth and legacy, or a global citizen, seeking international opportunities. Whatever your circumstances, we take the time to assess, understand and implement strategies with both offense and defense in mind. When you invest with us, you gain access to investments generally available to professionals and institutions only.
Professionals
& Planners
Partner I Enhance
You are a professional advisor, an estate planner, an accountant, or asset protection attorney. You are interested in providing your clients with an enhanced offering of cross-border services. By partnering with us, you gain convenient accesss to a time-tested pool of international skills and expertise, a cross-border 'Swiss army knife' of sorts - a globally empowered offering.
Financial
Institutions
Unite I Co-Invest
You are an independent investment advisor, a family office, or a fund manager. You face the challenges of increased regulations, generating alpha in traditional markets, while adapting to the realities of digital finance. We face these challenges as well. We are interested in working with you, possibly creating improved solutions and co-investing, and in delivering bespoke services for our respective clients.
Wealth is more than the net-worth of your belongings. It is created with hard work, devotion and talent - often over generations. Some may not understand what it took to get here. We do. Therefore, it is our mission to help protect and grow what is rightfully yours.
- Frank R. Suess