“Family Office” approach: Crafting legacies with tailored wealth management
At Mirabaud private banking, we are committed to delivering a true Family Office experience, relying on more than 200 years of expertise to offer you tailor-made solutions.
In a nutshell: How does Mirabaud “Family Office” approach stand apart?
- Mirabaud offers the advantages of a family office and high-touch relationships, without the complexity.
- Provides integrated sophisticated wealth management solutions, including investment management, portfolio management and asset allocation strategies, tailored to your family's goals and values.
- Protects and grows wealth across generations with long-term strategies, combining risk management, life insurance and strategic planning designed to ensure sustainable success and continuity.
- Offers access to multi-asset classes and global expertise, supported by experienced financial advisors who coordinate every aspect of your family’s financial affairs with a holistic perspective.
In today’s complex financial landscape, family wealth holders seek more than conventional investment advice. They long for a comprehensive family-office approach that delivers holistic wealth management tailored to their unique needs, values and long-term aspirations.
What is Mirabaud “Family Office” approach?
For over two centuries, we at Mirabaud have been committed to delivering highly personalised service with distinctive wealth management offerings.
This exclusive “Family Office” approach empowers families navigate financial complexities with confidence, efficiently managing investments while preserving their values and shaping a lasting legacy for future generations.
Mirabaud holistic approach applies a model that is both agile and tailored to each Client’s unique profile.
Our Clients place their trust in us, confident that their wealth will be managed with the same care as that of the Mirabaud family, with full alignment of interests, and supported by generations of expertise.
Why choose Mirabaud holistic wealth management?
As a family-led business for over seven generations, we have a deep understanding of the complexities you face during your wealth journey.
That is why we are committed to offer a comprehensive perspective.
Our 360° “Family Office” approach integrates:
- A global perspective on wealth and asset management.
- Integrated coordination of financial, legal, and personal aspects to support the full scope of family needs.
- Family dynamics and governance structures to ensure continuity and alignment across generations.
- Values-driven, sustainable and innovative investment solutions, including private assets, aligned with global trends.
- Estate and tax planning tailored to cross-border realities and compliance.
- Proactive advisory and investment strategies that evolve with market conditions and family priorities.
Access to experts and an extensive network of external partners.
Tailor-made wealth planning services
Wealth planning involves building a comprehensive and coherent vision of your wealth by integrating all its dimensions: financial assets, real estate, liquidity, investments, family situation, taxation, and place of tax residence.
Together, we review your family situation as a whole to identify any areas that can be optimised. After an in-depth analysis, we design customised solutions, allowing you to make an informed decision.
This approach allows you to anticipate future needs and establish a consistent, long-term investment strategy.
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Mirabaud Group
An international presence
With over 10 offices globally, we are able to serve our Clients all over the world.
Explore all cities
Wealth Management services
A complete suite of wealth management solutions
Wealth Management
Discretionary Management
We will build a portfolio that is aligned with your goals and values, and manage that portfolio at every stage.
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Wealth Management
Wealth Planning
To get a clear picture of your needs, your wealth must be analysed as a whole, including specific aspects of international mobility and family legacy planning. We take into account the desired future and define your needs in terms of security and growth.
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We provide institutional-quality access to private assets investments — designed to enhance your portfolio’s performance with long-term value creation.
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A partnership based on trust, proximity and focused on the long term.
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Wealth Management
Sustainable and Responsible Investing
To achieve Mirabaud Group’s economic responsibility goal of offering a comprehensive range of responsible and sustainable products and services, at Mirabaud Wealth Management, we aim to deliver high quality products and services that integrate ESG considerations.
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