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

Joweid Zentrum 1
8630 Zürich
Switzerland
Tel.  +41 (0) 43 557 3760
Fax. +41 (0) 43 558 4216
www.envisage.ch
info@spam-preventionenvisage.ch

  

 

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