Sardona Group AG is a Swiss-based Multi-Family Office that offers high quality and discrete services and multi solutions around the entire wealth of wealthy international individuals and families around the world
What We Do
Who We Are
The objective of Sardona Group AG 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 that offers multiple solutions in different locations such as Switzerland, Lichtenstein, United States, and Latin AmericaWhat We Do
Who We Are
The objective of Sardona Group AG 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 that offers multiple solutions in different locations such as Switzerland, Lichtenstein, United States, Bahamas, Panama, and Dubai.
Our Services
Explore What We Offer
We strive to serve all of our clients, whether individuals or corporations, in a personalized manner with empathy and honesty. We form strategic plans based on your ideas and needs in order to transform them into high performing results.
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 proper estate planning instead of considering the family estate in separate parts. Real Estate is an integral component of 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 can also support you in financing your family project. This could be assistance in any 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 proper estate planning instead of considering the family estate in separate parts. Real Estate is an integral component of wealth management services.General Services and Support
Sardona Group AG also provides support with the family's most practical needs, such as:· Helping with the administration of real estate property, yachts, and aircraft.
· Providing secretarial service (bill payments, document and records management, archiving).
Other services can be addes according to each client's specific needs.
Where We Originate
Our History
Sardona Group AG is part of a international financial Group called Sardona Group who has its roots in Zurich and has presence in Switzerland, Liechtenstein, USA and Panama. Sardona Group is 100% private owned and offers wealth management, asset services, trading services and custody solutions. Sardona Clients can choose from Sardona’s international platform in Switzerland, Liechtenstein, USA and Panama.
All partners have a long term track record in private banking, in-depth expertise in various fields within the banking, financial industry and are fully committed to traditional Swiss private banking services.
Through the professional experience of its partners and employees combined with the various booking centers and international presence 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.
