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Wealth and tax consultancy

Master your wealth management with the best wealth and tax strategies.

Our experts take the time to get to know you, your aspirations and your goals. Once everything has been discussed and clarified, we develop a tailor-made strategy, specifically designed for you, to optimize your wealth management.

Bring your projects to completion.

Our consultants can provide you with a full range of expertise: wealth assessments, estate planning, tax advice, and much more. Our team is composed of specialists covering Switzerland, the main European jurisdictions, as well as other international jurisdictions such as the Middle East. Thanks to this network, we are able to provide solutions to your wealth and tax challenges.

Our approach is unique. Thanks to our daily benchmarks, we can provide you with significant added value when it comes to managing your assets. Our wealth and tax advice takes into consideration trends in the financial markets and the economic environment. This enables us to anticipate market trends and guarantee you more precise and effective financial and strategic decisions.

A consolidated expertise

We offer you a full range of expertise in wealth management and tax advice. This expertise is the fruit of many years of activity and the support of a substantial number of customers on an international scale.

To date, SFM has established itself as a symbol of excellence and a trusted partner in the provision of a wide range of wealth and tax services.

Do you have any questions?

For further information or specific requests, please do not hesitate to contact our dedicated service.