Our Bespoke
Services

From different objectives, style, risk and investments, our services can be strategically tailored.

Advisory Portfolio Management

Strategic Assets Allocations

Strategic advices on client’s portfolio investment based on individual client’s expected returns and risk tolerance.

Legal & Fiscal Advisory

Robust selection of legal personal/services for different jurisdiction and handling of complex multi-dimensional issues.

Specific Tactical Trades

Based on client’s profile, Matterhorn Family Office can identify specific trades in the market and develop and strategic assets allocation.

Discretionary Portfolio Management

Risk-Profile Mandates

Service catered to each client’s personal risk appetite.

Inheritance

Supporting client families in succession planning, generational wealth transfer and preservation.

Thematic Mandates

Catered for specific needs based on geographical allocation, style and capital protection.

Investing with
Ethos, Confidence and Transparency

Matterhorn_logo_white

With its objectivity, extensive expertise and close attention to detail, Matterhorn Family Office is committed to helping each client achieve its specific needs. Need a consultation on the services you require? Contact us here.

Matterhorn_logo_white

With its objectivity, extensive expertise and close attention to detail, Matterhorn Family Office is committed to helping each client achieve its specific needs. Need a consultation on the services you require? Contact us here.

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