We give shape

to your ambitions.

Marco Bonalanza

Graduated in Law at the University of Milano, he attained the qualification as an acting Attorney in Milano. He holds an American Master Degree in International Tax Planning and a series of qualifications as a professional Common law Trustee. For 30 years in the Wealth and Tax Planning for families, 10 of which in Italy with his own Law Firm and 20 in Switzerland with his own Fiduciary Company based in Kanton Zug. He regularly deals with trust, legal and fiscal matters in Switzerland, Italy, UK, USA, NZ, UAE and Uruguay.

Peter O'Driscol

Graduated in Chicago at Northwestern University School of Law, he started his career at Millbank. He later on became partner at Perkins Coie, Coudert Brothers and Orrick Herrington & Sutcliffe. He is now a consultant for Gihon Partners and general counsel at Seacrest Capital Group. He was selected in Guide to the World’s Leading Banking Finance and Transactional Attorneys. On pro bono basis he worked from April 2020 until February 2021 as legal advisor for a project which assists highly affected covid-19 SME in developing countries. In addition, he has been featured and published for his expertise and knowledge by financial journals several times over the last 25 years. He has given speeches and presentations in front of hundreds of attendees at locations such as the American Chamber of Commerce in Italy and Euromoney conference in Moscow. He has been appointed as a board member of Goldberg & Partners in 2021.

Board

The highly skilled team with different backgrounds allows Goldberg & Partners to assist a wide range of clients from the United States, to Europe as well as the Middle East.

KEY PEOPLE

Always in

the first line

Our strengths

Independent and separate from any conflict 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 fees policy that favors realizing objective and performance and doesn’t receive, in full transparency, any kick-bac 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.

Our goals

We want to achieve investor’s needs, willing to diversify their portfolios and aim to become the major partner of our customers in the management of their wealth.

Our focus

Act as family advisors in order to protect and increase their assets in the long-term through different asset classes and vehicles of investment.

STORY AND VALUES

Values

Our company’s vision is to establish lasting relationships with our clients, gaining their trust and confidence through high competence and solid commitment.

Goldberg & Partners was established in Lugano, Switzerland, in 2016 and with partners across the most prominent financial centres worldwide, it is one of the most active players in the international fiduciary services industry in Ticino. Goldberg & Partners SA is a member of self- regulatory organization of heritage managers (OARG) recognized by FINMA (Swiss federal supervisory authority for financial markets).

Independence and integrity are the cornerstones of our strategy.

STORY AND VALUES

Always

for simple

solutions

ABOUT US