Potentia 

 

As a Family Office, we provide…

Financial and Estate Planning

  • Estate Planning: Structuring estates to minimize taxes and ensure a smooth transition of assets to the next generation.
  • Tax Planning: Developing strategies to optimize tax liabilities and compliance with tax laws.

Legal and Compliance

  • Legal Services: Providing or coordinating legal advice on a variety of issues, including estate planning, trust management, and business law.
  • Regulatory Compliance: Ensuring all family investments and business operations comply with relevant laws and regulations.

Lifestyle and Concierge Services

  • Personal Services: Managing everyday needs such as travel arrangements, household staff, and luxury purchases.
  • Education and Development: Advising on education and development opportunities for family members, including next-generation education and leadership training.

Risk Management and Insurance

  • Insurance Planning: Assessing risks and arranging appropriate insurance coverage, including life, health, property, and liability insurance.
  • Crisis Management: Preparing for and managing any crises or emergencies that may affect the family’s assets or reputation.

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Philanthropy and Charitable Giving

  • Foundation Management: Setting up and managing family foundations or charitable trusts.
  • Charitable Planning: Developing philanthropic strategies and managing charitable contributions.

Potentia S.A.

Rue Philippe-Plantamour 20
Case postale
CH-1211 Genève 1

Data Protection Statement
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Data Protection Statement for Staff, Job Applicants and Contractors

Potentia