ALWAYS A STEP AHEAD
«PEOPLE WHO SAY IT CANNOT BE DONE
SHOULD NOT INTERRUPT THOSE WHO ARE DOING IT»
GEORGE BERNARD SHAW
Independent and separate from any conflicts of interest, we adopt an holistic and simple business model in order to optimize the costs/benefits ratio with a permanent research of best in class counterparties. Goldberg & Partners S.A. uses a fee’s
policy that favors realizing objective and performance and doesn’t receive, in full transparency, any kick-back or retrocession from the selected business partners. This is the challenge that we have decided to meet in the today’s changing wealth management market.
Performance updated to Dec 2 2019
We are exclusively focused to the achievement of absolute performance and we manage our client’s assets without any benchmark. Our task is to help our clients to understand the more complex scenarios, to set goals and priorities, to identify the best strategies and to adopt the most effective solutions for their needs.
We offer an authentic multi-family office service that can effectively support our clients and their families in the management of all their assets. With a wide rage of services (asset supervision, performance and fees audit, risk audit, tax and consolidated reports, art consulting, real estate consulting, family governance solutions, wealth planning solutions, M&A project) we support families and institutions in the management of complex financial dynamics.
ALWAYS IN FIRST LINE
OUR RELATED / CORRESPONDENT PARTNERS