Rizzo Zaharia & Partners

Gestion de fortune en Suisse

At Rizzo Zaharia, our Swiss-based Family Office advisory, we pride ourselves on delivering personalized financial and wealth management services tailored to the needs of affluent families, individuals, and institutions. Our central mission is to maintain, protect, and amplify family wealth across generations, with the cherished concept of family at the heart of our asset management philosophy.

Expertise in Wealth Management : 25 Years of Legacy at the Service of Your Financial Future

With an enduring legacy over 25 years, we offer our profound expertise from our foundation in Geneva. Drawing from our vast experience in consultancy, we are aligned to secure the continuity of your legacy for ensuing generations. We prioritize stability amidst market volatility, primarily investing in time-tested assets. Central to our strategy is the crafting of bespoke portfolios geared towards optimizing wealth across avenues, yielding both regular income and capital growth.

Gestion de biens , finance en Suisse, Rizzo Zaharia & Partners

An International Network Dedicated to Personalized and Discreet Solutions

Benefiting from a vast international network and our rich history, we pledge to provide solutions tailored to your distinct requirements while maintaining absolute discretion and family privacy. We are consistently refining our offerings, integrating the latest financial innovations, all the while upholding the sacrosanct privacy of our clients.

Valeurs

Expertise
We occupy a unique position, skillfully merging the formidable investment resources and global reach of a major institution with the personalized, hands-on service, principles, and operational framework of a truly independent entity.
Indépendance
Our independence, is the cornerstone of our daily approach, defined by an open architecture model, that naturally revolves around our clients rather than products.
Unique
What sets us apart is our unwavering commitment to placing you at the forefront of our key considerations, constantly recognizing that each individual is unique.
Sustainable
We are deeply rooted in the pulse of the real economy and contemporary trends. Guided by our philosophy, we foster value creation through investments that invariably make a positive, sustainable, and socially responsible impact, every time resulting in tangible and practical outcomes.

Services

Wealth Management
Financial Analysis: Comprehensive overview of financial positions. Asset Allocation: Ideal distribution among various assets, with diversified access to renowned and exclusive funds. Tax Planning: Tax minimization strategies. Portfolio Management: Dynamic investments tailored to family objectives.
Cash & Liquidity Management:
Cash Flow Management: Ensuring liquidity aligned with objectives. Estate Planning: Seamless wealth transition strategies.
Tax Services:
International Tax Planning: For multi-jurisdictional assets. Tax Compliance: Meeting all tax obligations.
Real Estate Management:
Real Estate Operations: Comprehensive property management. Rental Management: Comprehensive tenant services.
Estate Planning:
Wills & Trusts: Legal structures for wealth transitions. Family Business Transitioning.
Philanthropic Services:
Charitable Giving: Assistance with charitable ventures and foundations.
Risk Management:
Charitable Giving: Assistance with charitable ventures and foundations.
Administrative Services:
Administrative Oversight: From daily tasks to specialized needs. Business Creation & Registration.
Financial Advisory:
Personalized Financial Counselling.
Reporting & Monitoring:
Periodic Financial Updates: Comprehensive reporting on financial health.

 

 

 

Conclusion

Our holistic approach to wealth management transcends mere portfolio oversight, spanning financial, tax, real estate, philanthropy, and other specialized services for affluent families. We extend our services to prominent entrepreneurs, family enterprises, and both private and public corporations, seeking an unbiased avenue to realize their strategic objectives.

Contacts

LORIS RIZZO
FOUNDER & CEO
  • lorisrizzo@gmail.com
  • +41 763 21 27 51
Alina ZAHARIA
CHIEF EXECUTIVE
  • alina.zaharia@live.com
  • T: +41 786 30 31 37

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