Preserving your wealth, passing on your values.
Families
Your wealth represents much more than a collection of assets: it is the fruit of decades of construction and aspirations. We work with you to develop a global strategy aimed at preserving this capital, harmonising family interests, and facilitating a seamless transition, in line with your values.
"The success of a transmission is not measured by figures alone, but by the family's ability to remain united around a common project. Our role is to create this consensus"
Camille Vial
Managing Partner
"The success of a transmission is not measured by figures alone, but by the family's ability to remain united around a common project. Our role is to create this consensus"
Camille Vial
Managing Partner
What if you thought in generations rather than quarters for your wealth?
The evolution of family priorities and the potential divergence of visions between generations complicate wealth management. Structured planning is essential to align financial strategy, taxation, and family harmony over the long term.
- Capital preservation and succession planning
- Supporting new generations and the transmission of values
- Consolidation and supervision of multi-jurisdictional assets
- Family governance and family charter
We are currently experiencing the largest transfer of wealth in history. A critical transition where the preparation of heirs and the clarification of values are, according to our experts, as decisive as the investment strategy itself.
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How We Work
At your service, a specialized team and cutting-edge digital tools
Relationship Manager
Your primary contact for all banking needs
Wealth Planner
Expert in wealth planning and advice
Portfolio Manager
Investment specialist managing your assets
Investment Advisor
Provides tailored investment recommendations
700+ Professionals
Our Group at your service, in Switzerland and beyond
Mirabaud at a Glance
Assets Under Management
Professionals to support your goals
Clients in more than 40 countries
Generations serving our customers
Your Next Step
Choose the path that best fits where you are in your wealth journey