"Families are our business. We help families to define their personal and financial goals, and then we help them to achieve these goals"

Per la clientela privata sono previsti i seguenti servizi:

• Portfolio Management with Asset Allocation Analysis
  Investment Policy Design and Asset Allocation
  Investment Manager Selection
  Monitor Investment Performance
• National and international Tax Planning
  Risk Management
  Document and Record Management
  Investment Management
• Real Estate Management Planning
• Banking and Credit Relationship
  Financial Statement Preparation
  Bill paying and Banking
  Cash floward and budgeting
• Trust Administration
  Foundation and Philanthropy administration
• Insurance Analysis and Placement
• Operation Business Consultation
• Financial Engineering
• Wealth Transfer and Succession Planning
  Family Governance
  Generational Education and Planning
  Tax Services
• Banks Audit System
  Administrative Services

Grifon Capital SA - Via General Guisan 6 - 6902 Lugano-Paradiso (Svizzera)
Tel. +41 (0)91 985 34 34 Fax +41 (0)91 985 34 35 e-mail: info@grifoncapital.com