Beryll Swiss Family Advisory

Independent.    Holistic.    Trusted.

Over 50 years of combined experience in financial services. Our holistic family advisory firmly believes in transparency, serving each family according to their personal needs. Our Company’s name like the precious stone, Beryll, reflects its own uniquness of the families we serve.

Why Beryll Swiss Family Advisory?

I’ve been involved in wealth management since the early 2000s. Financial institutions are too focused on the bankable assets, and not enough on the holistic well-being of the family.

Why Beryll Swiss Family Advisory?

I’ve been involved in wealth management since the early 2000s. Financial institutions are too focused on the bankable assets, and not enough on the holistic well-being of the family.

Our Services

Our Services

Advising on your entire portfolio holistically:

Rebalancing legacy assets and considering new investments

Do you own the assets that are aligned with your investment goals?

Lifestyle assets, are they in the right structure for your family?

Crossboarder custom structures for business and private life

First mover advantage is critical, having the edge in business and the opportunity to invest in the growth stages of important companies and technologies of the future.

We offer the opportunity to co-invest together with our family as well as private equity investments and offer Venture Capital insights.

As we believe in the investments we propose we will always have a stake in them as well.

Providing an outside perspective to your overall wealth picture

Stress test assets, looking at Risk analytics and returns respectively

Due diligence on new investments

Operational budgeting for cash flow at risk

Consolidation

Structuring special purpose investment vehicles

Tailored solutions for multi tax jurisdictional exposure

Strategic asset allocation

Investment Approach

Our values extend to how we take care of our and our clients’ assets. Beryll diligently chooses investments and partners based on honesty, suitable and performance.

Team

Taylored Advice To

Achieve Your Financial Goals

Contact Us

Goldbach Center
Seestrasse 39
8700 Küsnacht
Switzerland

+41 (0) 44 267 70 58

info@beryll-sfa.ch