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.