Your One-stop Shop Solution

 
What we do

As an independent multi-family office with its Swiss Family Holding roots, we provide full functional family office services. 

 

With our truly independent investment advisory, we offer a single trusted point of contact to provide investment management, reporting and administrative services for clients and their families, across generations. 

We go beyond the pure view on assets, and concentrate on defining the optimal strategic asset allocation and implementing the strategy with best in class products.

 

Our integrity and experience, combined with an investment approach designed to enhance your family’s goals and aspirations, creates a strong and lasting relationship. 

Our Solutions
Financial
Planning

​Investment Management Services

 

Discretionary Portfolio Management
 

Life Management and Budgeting
 

Philanthropic Management

Strategy

Business and Financial Advisory

 

Estate Planning and Wealth Transfer

 

Family Communication and Education

Advisory

Compliance and Regulatory Support

 

Insurance Risk Management

 

International Tax and Legal Advisory

Governance

Reporting and Record Keeping

 

Administrative Services

 

Family Office Governance

© 2023 by Helvetic Investments. All rights reserved. 

Tel: +65 6438 0383
Fax: +65 6438 3430
Email:helveticinvestments@gmail.com

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Helvetic Investments

39B Circular Road,
Singapore 049395

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