Who we are

We are a Multi Family Office with a focus on financial planning and investment management.

We provide a variety of services including tax and estate planning, life insurance, objective financial counsel and lifestyle management. 

As a fully independent firm our goal is to deliver an create sustainable added value for our clients. We are based in Zürich, Switzerland.

You know that time is one of your most valuable commodities. Through open and direct discussions, looking at your needs and requirements, we work to understand you and simplify the wealth planning process by acting as your single point of contact.

We work to get to know you and build a long term relationship. A long term perspective, holistic solutions, innovative thinking, plus absolute confidentiality are very important to us.

As an independent advisor, it is important that our perspective is not influenced by vested interests, hence we can focus on:

  • Deliver the best possible products and services to you
  • Give unbiased, conflict of interest-free investment recommendations
  • Oversight and coordination to help you achieve effective management of your affairs 

What we do

We provide clients with wealth management services as well as retirement, insurance, tax and estate planning services. Estate planning includes generational wealth transfer, dealing with succession issues and philanthropic planning advice. We work with a network of subject matter experts and providers in the various areas needed to deliver comprehensive wealth management solutions.

How we work

Envisage is an open architecture service delivery model, meaning we work with a number of different product and service suppliers to ensure the best possible fit with the needs of our clients. Our criteria are what is most appropriate for the client, best-in-class and value for money. Regarding fees and compensation, we are fully transparent and have a full-disclosure policy.

Independence

What it means for You
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Advisory Process

How we work with You
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Fees and Costs

How we bill
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Guiding Principles

What guides us
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Envisage Wealth Management

Waldmannstrasse 6
8001 Zürich
Switzerland
Tel.  +41 44 260 8528
www.envisage.ch
info@spam-preventionenvisage.ch

NEWS and Publications

 “Top Ten U.S. tax forms you need to know” Article in Citywire magazine, November 2016.

 The age of Automatic Information Exchange: Protection and security of client information. GGi Insider Magazine, May 2016.

 “Pension, Retirement Planning and Saving for Americans in Switzerland” presentation in Zürich, March 2016.

 Dealing with the United States and the IRS. Article for PRIVATE – The Private Banking Magazine of Switzerland. March, 2015.

 "The Foreign Account Tax Compliance Act (FATCA), the OECD Common Reporting Standard and the road to full automatic information exchange. Presentation to Montreux family office summit, November 2014.

 "The Foreign Account Tax Compliance Act: Overview, operational impact and role of compliance. Full day workshop to financial institutions in Singapore, June 2013..

 "FATCA and the Road to International Automatic Information Exchange". Article for PRIVATE, the private banking magazine of Switzerland, Q4, 2012.

 "Operational impact of FATCA", impact of FATCA on the insurance industry.

 Private Placement Life Insurance: the Foreign Account Tax Compliance Act and a Solution for U.S. Persons. Article, PRIVATE - the private banking magazine of Switzerland, Q2 2012.

 Private Placement Life Insurance: The Foreign Account Tax Compliance Act (FATCA)and the Future for U.S. Persons – Article, CFA Institute Private Wealth Management Newsletter Q4 2011.

 Unit linked life insurance: Cost drivers, hidden payments and the tax deferral argument. Proceedings from 2011 CFA Institute annual investment conference Q2 2011

 Article on the true cost and tax deferral argument with private placement life insurance.

 Article on Retrocessions published in the Society for Trusts and and Estate Practitioners (STEP), November 2010

  

 

Envisage is a member of:

Self Regulatory Organisation recognised by the Swiss Financial Markets Authority (FINMA)

Please click the link below for the Polyreg Code of Professional Conduct for Asset Managers

www.polyasset.ch/e/basisdocu/standesregeln.pdf