Activa Wealth is only conceived on the client´s side. We act discreetly, always available and our passion and integrity result in trusted professional relationships with the families we provide our services. We are proud of our emphasis on customer goals, to achieve their financial and family goals. Based in Basel, we advise our clients on international matters related to family wealth, and support them in the preservation and transmission of their wealth in a reasonable way to the next generation while maintaining balanced family governance. Our primary goal is to meet and exceed the expectations of our customers through the coordination of specific processes and alliances. Our values and qualities are our most important assets that we offer to our clients who place all their confidence in Active Wealth professionals
● We work with excellence, confidentially, professionally and diligently.
● Always in compliance with the regulations in force in each jurisdiction involved.
● We follow in a criterialy the guidelines raised by our clients.
● We are independent, objective and transparent, always indicating and avoiding conflicts of interest.
● Consulting: we spend time understanding the needs and objectives of the client.
● We deliver what we promise in the agreed time.
● We analyze, diagram, implement, monitor and audit international family structures so that they are always in compliance in the corresponding jurisdictions.
● We act as dedicated consultants for a select group of clients and ultra high networth families, offering tailor-made and appropriate family solutions, as well as their corporate structures, to correspond.
Activa Wealth AG – Aeschenvorstadt 57 – 4051 Basel – Switzerland – T: +41 78 9467995 – info@activawealth.ch
