Family Office Services

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

​Investment Management Services


Discretionary Portfolio Management

Life Management and Budgeting

Philanthropic Management


Business and Financial Advisory


Estate Planning and Wealth Transfer


Family Communication and Education


Compliance and Regulatory Support


Insurance Risk Management


International Tax and Legal Advisory


Reporting and Record Keeping


Administrative Services


Family Office Governance

© 2023 by Helvetic Investments. All rights reserved. 

Tel: +65 6438 0383
Fax: +65 6438 3430

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Helvetic Investments

39B Circular Road,
Singapore 049395

About Us