At Havik Family Office, our people are at the core of our long-standing success.
Over the years, we have been fortunate to attract some of the most gifted and experienced professionals in the global wealth management industry.
Among our passionate, dedicated and highly versed professionals are investment analysts, portfolio managers, financial planning experts, business strategy consultants, tax professionals, risk management consultants, philanthropy & charity policy planners, legal consultants, concierge service providers and family governance specialists.
01.
We operate in full discretion and proficiency to ensure our clients receive the best service to their best interests.
02.
We deeply understand local and global markets, combined with a thorough understanding of our clients' vision, objectives and requirements.
03.
We wisely track leading business trends and economic fluctuations, implement them in our clients' business portfolio and deliver them with high-yield returns.
04.
We work with full collaboration, while carefully exploring every investment recommendation before it's presented to the client and implemented.
Via Emilio Bossi 6, 6900 Lugano, Svizzera
+41919115330