Family Office & Private Banking Experience – Executive Summary
 

 

With over 28 years of experience in international banking and wealth management, I have built a solid career advising high-net-worth individuals, family offices, and institutional clients across Switzerland, Dubai, and Miami.

Switzerland: Developed deep expertise in private banking, discretionary portfolio management, and asset protection structures while working with leading Swiss financial institutions. Oversaw complex cross-border strategies for multi-generational wealth.

Dubai: Leveraged the region’s dynamic regulatory environment to structure offshore entities, private trusts, and real estate investment vehicles for Latin American, European, and GCC clients seeking asset diversification and tax optimization.

Miami: Currently based in Miami, I advise international families and entrepreneurs on multi-jurisdictional banking solutions, family office setups, and access to private market investments, integrating banking services across the U.S., the Caribbean, and key financial centers.
Fluent in navigating regulatory frameworks, compliance standards, and wealth preservation strategies, I continue to operate through a trusted network of legal, financial, and fiduciary partners globally.

 

Our Family Office services are designed to preserve, grow, and transfer wealth across generations with a strategic and personalized approach. We provide a centralized platform for managing financial, legal, and lifestyle needs for high-net-worth individuals and families.

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Wealth & Investment Management: Portfolio structuring, alternative investments, private equity, and real estate advisory
Tax & Estate Planning: Cross-border structures, trusts, and succession strategies
Governance & Legacy Planning: Family constitutions, next-generation education, and philanthropic initiatives
Administrative Services: Consolidated reporting, bill payment, risk oversight, and coordination with external advisors.

Lifestyle & Concierge Support: Through our Concierge company, Easy Life Club, enjoy Global mobility such as private jet travels, yacht management, citizenship planning, and luxury asset management.