Advisory Services

We ''add value'' to your problems by transforming them into profitable solutions

Advisory Services

Patrimonial Wealth Management

Swiss Dragons manages its clients’ needs, by identifying the individual and/or family’s obstacles prior to establishing a road map to solve the targeted issues and achieve the goals pragmatically.

Once the client agrees to a tailor made strategy designed by Swiss Dragons, this strategy gets implemented through global specialists vetted by Swiss Dragons that are appointed due to their expertise, excellent reputation and track record in such fields as:

  • Patrimonial Asset and Financial Wealth Management
  • Legal Advisory for worldwide Wealth Management
  • Tax Advisory for worldwide Wealth Management
  • VIP Insurance
  • Strategic Long Term Relocation
  • Real Estate and Business Investment in attractive countries

Business and Administrative Management

Swiss Dragons manages its clients’ business administration, including their family businesses, start ups, personal and corporate real estate worldwide, and special mandates.

Special Mandates

Swiss Dragons accepted specific mandates such as:

  • Corporate Image
  • B to B connection
  • Private Public Partnerships
  • VIP custom tailored Travel

We welcome new proposals for handling special needs and situations.

Your Family Office Hub in Geneva, Switzerland

Trust is our key to unlocking an initial relationship with a new client.

Our due diligence and professional, timely execution of agreed goals, strategy and road map build confidence in any client’s faith in our ability to satisfy their needs and construct a long term mutually rewarding business relationship.

Swiss Dragons’ CEO, a former Swiss bank director who worked for 15 years in Private Banking, offers the full spectrum of global family office services that sophisticated clients require to ensure that their family’s current and future needs are met comprehensively.

By selecting and managing experts best suited to the client’s needs, Swiss Dragons acts as a hub in the most confidential and discrete manner to best serve its selective clients.