Wealth planning | Fiduciary | Law & Taxes | Investing

An independent boutique advisory firm providing tailor-made wealth & estate, fiscal planning, generational planning, investment strategies and global mobility services to an international and diverse clientele. Our aspiration is not just to provide wealth, fiscal and investment advice, but to help our clients reach their life and professional goals.

With a multilingual team (EN-FR-DE-IT) and a presence in Milan, Geneva and Brussels we are able to assist an international, multicultural and diverse clientele.

Established out of a century long family tradition, we nevertheless embrace innovation and technology and we believe in the importance of environmental sustainability and diversity. While it is essential for us to combine the value of tradition with the quality of innovation in our daily engagement, we embrace process-oriented solutions and we create innovative, process-oriented solutions using modern regulatory environment and new technological developments.

Following a holistic approach while examining the specific needs of clients and acting as their main point of contact coordinating a range of different legal, accounting and financial professionals, at The Friendly Wealth Planning we attach great value to the personal relationship with our clients, either high-income households, globetrotters, entrepreneurs, digital nomads, single clients or families listening to their needs and expectations while developing an 'out-of-the-box' thinking.

Our fee-only or flat service engagements are offered at reasonable rates, adjusted to the complexity of the matter and may be negotiable in specific cases.