Our
spectrum
Tailor-made solutions to grow your wealth
What are your priorities when it comes to your assets?
- Discretion
- Exclusivity
- Experience
- Expertise
- Reliability
- Risk awareness
- Transparency
- Undivided attention to your questions
- Clear positioning on your side
- First-class network of experts and solid partners
- Understandable, sustainable and comprehensive solutions
trifolium solutions
Wealth Planning
“Rule No.1: Never lose money.
Rule No.2: Never forget rule No.1…”
Warren Buffett
Wealth analysis
“Is my portfolio really so neurotic that it needs analysis?”
Based on Sigmund Freud
Strategic Asset
Allocation
“Does strategic asset allocation really account for 90% of the investment returns?”
Based on Brinson, Hood and Beebower
Beauty Contest
“Mirror, mirror on the wall, who is the best asset manager of them all?”
Snow White
Implementation
and control
“Trust is good, control is better!”
Asset
consolidation
“Chance favors the prepared mind…”
Louis Pasteur
Family Governance
“You can choose your friends … unfortunately, you can’t choose your family…”
King Charles III
Private Equity
“Would you like to join my start-up?
….Elon Musk once asked
Real estate
“Buy land, they’re not making it anymore!”
Mark Twain
Philanthropy
“We make a living by what we get, we make a life by what we give…”
Winston Churchill
Art Consulting
“Art washes away from the soul the dust of everyday life…”
Pablo Picasso
trifolium Partners
Family Office
Trifolium expertise works like a prism and filters the basics for you in order to make the right decisions.