COGESTAR
Family Office Boutique Services
 

PERSONALISED SERVICES

Notre activité, couramment appelée Family office, consiste à prendre en charge tous les besoins liés à la vie familiale de nos clients.

Notre indépendance en tant que conseiller en gestion de patrimoine; immobilier, Assurances nous permet d’orienter nos clients vers les meilleures solutions Loin de toutes contraintes.

Nous disposons d’une mise à jour constante de nos partenaires, cela nous permet de vous offrir une sélection des meilleures opportunités du marché et vous donne l’avantage de vous trouver la solution la plus adaptée à votre requête.

Each client is unique and needs a unique solution, tailored to their needs

15+

Years of experience
in this field

Real estate investment and development
Global citizenship and residence program  
insurances & project financing

Life style CONCIERGERIE, Make every
detail perfect

    Services

    Our Services for Individuals

    1. Multi-Family Office
      • Real estates portfolio transmission, estate planning.
      • Insurance brokerage.
      • Planning for domicile transfers in Switzerland or the European Union.
      • Local partnership support.
    2. Real Estate Consultation and Expertise
      • Specialists in prestige residential and Trophy commercial real estate.
      • Expertise in real estate and property financing.
      • Guidance for your investment projects.
      • Continuous selection of the best market opportunities.
    3. Family Business Advisory
      • Consulting services for family businesses.
    4. Trustee Services
      • Coordination of professionals.
    5. Global Asset Allocation and Investment Strategy
    6. Consulting Services
      • Analysis of insurance brokerage
      • Retirement and sufficiency planning.
      • Aircraft, art, and yacht insurance.
    7. Philanthropy
    8. Real Estate Management
      • Property management.
      • Debt and mortgage structure and analysis for bank financing.

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