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Sardona Family Office is a Swiss based Multi Family Office who offers high quality and discrete services and multi solution around the entire wealth of wealthy international individuals and families around the world.

What We Do

Who We Are

The objective of Sardona Family Office is to assist and support you as a family with the planning, administration, organization and maintenance of your wealth and estate. We focus on providing an independent and solid strategy and vision, acting as coordinators and sole contact for your needs.

Professional Experience

Our advisors and partners have many years of professional experience in various fields to assist you in all matter but also have access to specific highly selected and qualified external partners with experience as trustees, tax advisors, lawyers and real estate experts, among others.

Multi-Family

We are a multi-family office which offers multiple solutions in different locations such as Switzerland, Lichtenstein, United States, Bahamas, Panama and Dubai.

Our Services

Explore What We Offer

Wealth Management

One of the main objectives is to define a diversified and overall clear and cost-efficient investment strategy structure of your family wealth and assets based on the risk, time horizon and needs. This also includes a consolidation of all the assets in all other financial institutions and banks.

Estate Planning

Estate planning is an important component in the safeguarding of the assets and necessary in order to ensure tax optimization in the transfer to the next generation. When the family estate reaches a certain size and level of complexity, it is useful for a family to approach a proper estate planning instead of considering the family estate in separate parts. Real Estate is a integral component of the wealth management services.

Wealth Planning

Wealth Planning includes the advice, set up and administration of different structures and companies in the various jurisdictions. This can include trusts, foundations or other business structures. The main purpose is to optimize the total wealth of the family for their specific needs.

Project Financing

We also can support you in financing your family project. This could be assistance in project development or fundraising by finding potential investors, creating a private equity fund or co-investment possibilities.

Philanthropic Services

Estate planning is an important component in the safeguarding of the assets and necessary in order to ensure tax optimization in the transfer to the next generation. When the family estate reaches a certain size and level of complexity, it is useful for a family to approach a proper estate planning instead of considering the family estate in separate parts. Real Estate is a integral component of the wealth management services.

General Services and Support

Sardona Family Office also provides support with the family’s most practical needs, such as:
· Helping with the administration of real estate property, yachts and aircrafts.
· Providing secretarial service (bill payments, document and records management, archiving).
Other services can be added according to each client’s specific needs.

Where We Originate

Our History

Sardona Group has its roots in Zurich and has developed an international presence over the years in Switzerland, Liechtenstein and Panama. Today Sardona Group is held by 5 partners and offers an integral multi-solution multi-family office, a registered asset management company with an open fund umbrella and a platform for external EAM, as well as a registered broker / dealer with multiple booking centers. Sardona Clients can choose from 5 different internal and external booking  options in Switzerland, Liechtenstein, Bahamas, USA and Panama.

All partners have a long term track record in private banking, in-depth expertise in various fields within the financial industry and are fully committed to traditional private banking services. 

Through the professional experience of its partners and employees combined with international presence and the multiple booking center possibilities as well a broad network of experts and firms around the world, Sardona Group combines the advantage of a small independent financial group with an international presence and multiple solutions.