Personalized financial management
Our mission is to preserve, protect, and grow family wealth over multiple generations, with the cherished concept of family at the center of our asset management philosophy.
Our advantages
We occupy a unique position, skillfully merging the formidable investment resources and global reach of a major institution with the personalized, hands-on service, principles, and operational framework of a truly independent entity.
Our independence, is the cornerstone of our daily approach, defined by an open architecture model, that naturally revolves around our clients rather than products.
What sets us apart is our unwavering commitment to placing you at the forefront of our key considerations, constantly recognizing that each individual is unique.
Our services
01
Wealth management
Financial Analysis: A detailed presentation of financial positions.
Asset Allocation: The ideal distribution among various assets, including access to renowned and exclusive funds.
02
Cash/Liquidity Management
Cash Flow Management: Ensuring liquidity aligned with objectives.
Estate Planning: Strategies for seamless wealth transition.
03
Tax services
International Tax Planning: for multi-jurisdictional assets.
Tax Compliance: Meeting all tax obligations.
04
Real Estate Management
Real Estate Operations: Comprehensive property management.
Rental Management: Full services for tenants.
About us
At Rizzo Zaharia, our Swiss-based Family Office advisory, we pride ourselves on delivering personalized financial and wealth management services tailored to the needs of affluent families, individuals, and institutions. Our central mission is to maintain, protect, and amplify family wealth across generations, with the cherished concept of family at the heart of our asset management philosophy.
With an enduring legacy over 25 years, we offer our profound expertise from our foundation in Geneva. Drawing from our vast experience in consultancy, we are aligned to secure the continuity of your legacy for ensuing generations. We prioritize stability amidst market volatility, primarily investing in time-tested assets. Central to our strategy is the crafting of bespoke portfolios geared towards optimizing wealth across avenues, yielding both regular income and capital growth.
Benefiting from a vast international network and our rich history, we pledge to provide solutions tailored to your distinct requirements while maintaining absolute discretion and family privacy. We are consistently refining our offerings, integrating the latest financial innovations, all the while upholding the sacrosanct privacy of our clients.
Find out more
With an enduring legacy over 25 years, we offer our profound expertise from our foundation in Geneva. Drawing from our vast experience in consultancy, we are aligned to secure the continuity of your legacy for ensuing generations. We prioritize stability amidst market volatility, primarily investing in time-tested assets. Central to our strategy is the crafting of bespoke portfolios geared towards optimizing wealth across avenues, yielding both regular income and capital growth.
Benefiting from a vast international network and our rich history, we pledge to provide solutions tailored to your distinct requirements while maintaining absolute discretion and family privacy. We are consistently refining our offerings, integrating the latest financial innovations, all the while upholding the sacrosanct privacy of our clients.
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