A sartorial wealth management

                 with an International touch

A sartorial wealth managemen with an International touch

WEALTH MANAGEMENT SOLUTIONS The Goldberg difference

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Wealth management solutions: this is the core of our solutions architecture. We help clients achieve their goals via financial and estate planning, advisory and discretionary investment mandates. We follow the latest investment trends, including ESG topics.

We strive to offer our clients services tailored to their individual needs.

“Client services tailored
to your individual need”

WEALTH MANAGEMENT SOLUTIONS The Goldberg difference

Wealth management solutions: this is the core of our solutions architecture. We help clients achieve their goals via financial and estate planning, advisory and discretionary investment mandates. We follow the latest investment trends, including ESG topics.

We strive to offer our clients services tailored to their individual needs.

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“Client services tailored
to your individual need”

“Client services tailored
to your individual need”

INVESTMENT SERVICES

Discretionary Mandates

Our discretionary investment management means that buy and sell decisions are made by our portfolio manager. The term “discretionary” refers to the fact that investment decisions are made at the portfolio manager’s discretion, based on your risk profiling questionnaire.

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Advisory Mandates

Our investment advisory service is designed for those who want to manage their own money but would like support from a professional investment adviser. Your portfolio manager will recommend an investment portfolio to suit your needs and can provide ongoing advice on all your investment decisions.

integrity. stability. passion.

FAMILY OFFICE SOLUTIONS

We provide our clients with an exceptional set of services to encompass all aspects of their wealth and family needs for the present and future generations, by giving them access to an exclusive list of banks, investment funds, private equity funds, brokers, traders, trustees, lawyers and taxation specialists. We are interested in assisting Next Gen clients and supporting affluent families with intergenerational wealth matters.

Financial reporting & consolidation

At Goldberg we can offer you and your family reporting & consolidation services to facilitate decision-making at all levels, ensuring that portfolios meet the family’s goals and objectives. As your assets grow and as cross-generational family needs become more complex, consolidation services become all the more important.

Tax & Estate planning
When making investments, at Goldberg we consider your situation as a whole, covering areas such as the structure of your investments, your retirement plans and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
Next Gen
Family governance and succession are key to everything we do at Goldberg. Family governance and succession goes beyond traditional estate and tax planning. It is a process in which families articulate their purpose, their vision and their values. It involves creating a framework, with communication at its core, which enables consistent, good decision-making on issues from family business to succession planning.
Trust management
Goldberg can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, and seeking tax and inheritance optimization strategies.
Philanthropy
Goldberg provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment in society, but as a long-term investment in a healthy, sustainable business with which both family and employees feel a meaningful connection.
Tax & Estate planning
When making investments, at Goldberg we consider your situation as a whole, covering areas such as the structure of your investments, your retirement plans and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.
Next Gen
Family governance and succession are key to everything we do at Goldberg. Family governance and succession goes beyond traditional estate and tax planning. It is a process in which families articulate their purpose, their vision and their values. It involves creating a framework, with communication at its core, which enables consistent, good decision-making on issues from family business to succession planning.
Trust management
Goldberg can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, and seeking tax and inheritance optimization strategies.
Philanthropy
Goldberg provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment in society, but as a long-term investment in a healthy, sustainable business with which both family and employees feel a meaningful connection.
Tax & Estate planning

When making investments, at Goldberg we consider your situation as a whole, covering areas such as the structure of your investments, your retirement plans and whether your lifestyle and the needs of your family should be protected by insurance. Our focus is on growing your wealth and preserving it for future generations.

Next Gen

Family governance and succession are key to everything we do at Goldberg. Family governance and succession goes beyond traditional estate and tax planning. It is a process in which families articulate their purpose, their vision and their values. It involves creating a framework, with communication at its core, which enables consistent, good decision-making on issues from family business to succession planning.

Trust management

Goldberg can provide guidance and support with setting up a trust, looking for the best jurisdiction for a family, and seeking tax and inheritance optimization strategies.

Philanthropy

Goldberg provides a more holistic and open-minded perspective on the potential benefits of philanthropy, not only as an investment in society, but as a long-term investment in a healthy, sustainable business with which both family and employees feel a meaningful connection.

Goldberg & Partners | Via della Posta 4 | CH-6901 Lugano | Switzerland
+41 91 910 05 80 | info@goldbergholding.com | goldbergholding.com

HIA Helvetia Investment Advisors | Via della Posta 4 | CH-6901 Lugano | Switzerland
+41 91 910 05 80 |  info@helvetia-ia.com |  helvetia-ia.com

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Goldberg & Partners | Via della Posta 4 | CH-6901 Lugano | Switzerland
+41 91 910 05 80
info@goldbergholding.com
goldbergholding.com

HIA Helvetia Investment Advisors | Via della Posta 4 | CH-6901 Lugano | Switzerland
+41 91 910 05 80
info@helvetia-ia.com
helvetia-ia.com