Family Office

Preserve and grow your family wealth with confidence

Plus for your family

Your wealth deserves an exceptional approach

Over the past few decades, everything has changed: your relationship with time, money, and mobility. Life has accelerated, demanding faster and more precise decision-making. Plus Family Office was created to provide you with exactly this level of responsiveness.

Discreet and objective support, free from any conflict of interest, with full respect for your confidentiality.

Coordination of all your specialised stakeholders to ensure a coherent approach and the optimized management of your assets.

A single dedicated expert who centralises and coordinates all your wealth matters with discretion and efficiency.

FINMA

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Our Family Office Services

Comprehensive and tailored wealth solutions

To elevate the services provided to their private clients, our specialists offer a full suite of solutions designed to modernise and simplify family office operations.

Wealth Structuring

Optimal organisation of your assets in line with your family and tax objectives.

Estate Planning

Preparation and optimisation of asset transfers to future generations.

Complex Taxation

Management of sophisticated tax matters relating to substantial and diversified assets.

Expert Coordination

Oversight of your specialist ecosystem, including notaries, lawyers, private banks, and asset managers.

Asset Management

Supervision and optimisation of all your investments and financial assets.

Our team of experts

Your family is our priority

Our family office specialists combine rigorous technical expertise with a human-centred approach, providing personalised and discreet wealth management support tailored to your unique and evolving family needs.

What Our Clients Say

Testimonials That Reflect Our Commitment

Our clients’ trust is earned day after day through our attentiveness, responsiveness, and expertise across all areas of finance. Read their testimonials.

Why Choose Groupe Plus?

A 360° approach for all your projects

Our distinctive family office approach rests on four fundamental pillars, expertise, personalisation, innovation, and responsiveness, which clearly distinguish us from traditional wealth management services.

Independence

Confidentiality

Global vision

Single point of contact

Our entities, PLUS-SA SA (No. F01055633) and Plus Financement immobilier SA (No. F01430133), are registered in the public register of FINMA, in accordance with the legal requirements applicable to financial intermediaries in Switzerland, ensuring seriousness in complying with regulatory standards, transparency in our activities, and the protection of our clients’ interests.

Partners

Our Areas of Expertise

Comprehensive Support for All Your Financial Challenges

Groupe Plus brings together all financial expertise under one roof, including insurance professionals, mortgage brokers, accountants, and tax specialists.

Real Estate Financing

Personalised support for your real estate projects, ensuring optimal terms throughout the loan process.

Insurance & SMEs

Insurance solutions tailored to your needs, for both individuals and businesses.

Flexible insurance coverage, aligned with the requirements of individuals and businesses.

Tax - Fiduciary

We simplify all aspects of your financial management, allowing you to focus on growing your business.

Tax - Tax & Legal

Tax - Family Office

FAQ

Frequently Asked Questions

Before entrusting us with your assets, investments, or pension planning, it is normal to have questions. Find here the answers to the most frequent inquiries.

The first step is a confidential meeting with one of our experts to create a comprehensive wealth ‘mapping,’ allowing us to accurately identify your family’s needs, wishes, and objectives.

Yes, we ensure seamless coordination with all your specialised advisors. Our role is to manage and harmonise each expert’s contributions to deliver a coherent, unified approach.

No, our family office services are available as soon as wealth management challenges become complex, regardless of asset size. Complexity takes priority over the scale of your wealth.

Would you like to know how much you can invest based on your situation?

Have you identified a property and wish to calculate your mortgage?

Privacy Overview

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