Penta Asset Management - Geneva - Monaco
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Family Office Services

Wealth Planning

Family Office Services offer expert guidance and a global approach to wealth management, empowering affluent families to preserve and grow their wealth across generations while dealing with the complexities of today's financial landscape with confidence and peace of mind
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  • Services offered include Administration and supervision of real estate properties, re-location services, residence permits, tax experts, legal advisers, trust creation, management of art collections, philanthropy and succession planning
  • Consolidation of client's assets under one roof which streamlines the complexities of wealth management, enhancing efficiency and coordination
  • The independence and objectivity of Penta’s multi-family office services enable us  to provide conflict-free advice and act solely in the best interests of its clients, fostering trust and transparency in the advisor-client relationship
Portfolio Management
Investment ​Advisory
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Création de site web
  • Home
  • Accueil
  • About Penta
    • Who we are
    • Qui sommes-nous ?
    • Values
    • Valeurs
    • Mission
    • Mission
    • Philosophy
    • Philosophie
    • Governance >
      • Geneva
      • Monaco
  • Services
    • Portfolio Management
    • Gestion de Portefeuille
    • Investment Advisory
    • Conseil en Investissement
    • Family Office Services
    • Services de Family Office
  • Insights
  • Contact
  • Contact