Our Services
40 Years of Excellence in Global Wealth Management
what we do
Discover Our Services
Our Strategy, Your Success
Customized Solutions
for Your Goals
Schedule a free informational consultation to learn more about our solutions and discover how we can support you in managing your wealth.
Consultation Informative
We conduct an initial assessment to understand your goals and risk profile.
Personalized Proposal
We conduct an initial assessment to understand your goals and risk profile.
Execution and Support
We implement the solutions and provide ongoing assistance for every need.
On The Market And Our Clients
At Prismafin, we are committed to delivering real results and creating a positive, lasting impact for our clients’ portfolios.
Financial Solutions for Every Need
Investment Advisory
We provide tailored mandates, both discretionary and non-discretionary, across public and private markets.
Domestic and International Tax Advisory
Optimized tax solutions for both domestic and international compliance.
Asset Management
Our global investment strategies are carefully crafted to protect and grow the wealth of families and institutions.
Multi-Country Bank Monitoring Services
Global bank monitoring for a consolidated view of assets across multiple countries.
Corporate Finance
We support leveraged buyouts, private equity, and structured finance operations for companies and qualified investors.
Insurance Evaluation & Management
Personalized insurance assessments to ensure protection for personal wealth and business assets.
Real Estate
Complete real estate services, from portfolio construction to property searches and funding support.
Legal Services
Jurisdiction selection, inheritance planning, and trademark management to protect client assets.
Privacy and Wealth Preservation
Privacy-focused strategies to protect and sustain wealth.
All rights reserved.
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Contact:
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Office in Chiasso:
Via Valdani 1, 6830 Chiasso -
Office in Zürich:
Usteristrasse 9, 8001 Zürich -
Phone (Chiasso Office):
+41(0)91 695 60 00 -
Phone (Zürich Office):
+41 (0)44 217 48 00 - Email: info@prismafin.ch