Your Multi-Family Office in Geneva
Who are we?
“Simplicity is the ultimate sophistication”
Inspired by Leonardo Da Vinci’s famous quote, we strive to stay as simple as possible by offering concrete solutions tailored to the needs of our clients.
Founded in 2002, PlusOne is a Geneva-based Multi-Family Office run by its partners, former top banking executives. Heirs to the Swiss banking tradition we offer fully customized financial services without shareholder or management pressure. Our team consists of highly qualified portfolio managers who share a common approach to our business, our values, and our vision. We are committed to always looking to the future and are proud to fit the needs of the new generation (access, transparency, low costs, alpha generation).
Founding member of the Swiss Association of Asset Managers (Association Suisse des Gérants de Fortune)
CHF 300’000.- Threshold above which we offer our personalized consulting services
Client at the heart of our concerns
Our Multi-Family Office activity involves advising our demanding customer base in the following fields:
- Wealth management
- Bank account monitoring
- Asset consolidation
- Tax optimization and domiciliation
- Setup and management of charitable foundations
- Preparation of tax documents in Switzerland and abroad
- Real estate projects (“Club deals”)
- Real estate financing
- Jet & yacht financing