Services – Legacy Capital Partners: Tailored Wealth Management & Financial Advice in Zurich

Our Services

At Legacy Capital Partners, we specialize in wealth management and financial advisory services for high net worth individuals and families.

Wealth Management

Customized investment strategies, portfolio management, and financial planning.

Estate Planning

Expert guidance on trust and estate structures, succession planning, and tax optimization.

Philanthropy

Facilitating charitable initiatives and impact investing to align with clients' values.

Risk Management

Identifying and mitigating financial risks to protect family assets and investments.

Investment Advisory

nsights and recommendations on market trends and tailored investment opportunities.

Family Governance

Assisting in family meetings, conflict resolution, and generational wealth transfer.

Wealth Management

Customized Investment Strategies: Legacy Capital Partners develops personalized investment strategies that reflect the individual goals, preferences, and risk tolerance of each client.

Portfolio Management: The firm actively manages client portfolios, continuously monitoring performance and making adjustments as necessary to align with changing market conditions and client objectives.

Financial Planning: Legacy Capital Partners provides holistic financial planning services that cover all aspects of a client’s financial landscape.

Estate Planning

Expert Guidance on Trust and Estate Structures: The firm assists clients in creating effective estate plans that may include various types of trusts and estate structures.

Succession Planning: Legacy Capital Partners helps families establish succession plans for family businesses and wealth.

Tax Optimization: The firm provides strategies for minimizing estate taxes and optimizing tax liabilities through careful planning and the use of trusts, gifting strategies, and other tax-efficient structures.

Philanthropy

Facilitating Charitable Initiatives: Legacy Capital Partners works closely with clients to identify philanthropic goals and causes that align with their values.

Impact Investing: The firm offers guidance on impact investing, which aims to generate positive social or environmental impacts alongside financial returns.

Strategic Charitable Giving: The firm assists clients in crafting a comprehensive philanthropic strategy that includes short-term and long-term giving objectives.

Family Governance

Assisting in Family Meetings: The firm organizes and facilitates family meetings to encourage open dialogue and decision-making among family members.

Conflict Resolution: Recognizing that family dynamics can be complex, Legacy Capital Partners provides mediation and conflict resolution services.

Generational Wealth Transfer: Legacy Capital Partners emphasizes the importance of preparing the next generation for financial responsibility.

Connect with Us for Tailored Financial Solutions.

Legacy Capital Partners is a premier private family office based in Zurich, Switzerland, dedicated to providing exceptional wealth management and financial strategic advice tailored for high net worth individuals and families.

Our Services

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Contact

Location

Maneggstrasse 37, 8041 Zürich, Switzerland

Email

office@legacycappartners.com