Your personalised family office
Gatel Finance is a multi-family office that provides
Gatel Finance is a multi family office that provides wealthy families and individuals with comprehensive investment management and legacy preservation solutions. Our holistic and independent approach recognises that passing down a legacy goes beyond financial wealth management. It includes effective wealth transfer, preparing the next generation to take over family affairs, and passing on family values to future generations.
We understand that every family is unique, with different needs, goals, and motivations. We recognise that family wealth extends beyond financial and physical assets to include the family’s social and intellectual capital, encompassing the experience and expertise of family members, an understanding of family dynamics, as well as the family’s story and values.
Our purpose is to partner with clients to build, preserve, and enjoy their wealth for generations.
As a new generation prepares to take over as stewards of family businesses and wealth, wealth preservation plays an increasingly important role in ensuring successful generational wealth transfers. Are you looking to future-proof your legacy for generations to come? Discover how you can evolve with industry demands while addressing your private wealth management needs by setting up your own family office in Switzerland.
Strengthening the family legacy for generations
Learn more about setting up your personalised family office in Switzerland.
