Family Office & Wealth Advisory

IDP Consulting SA provides independent Family Office & Wealth Advisory services, adopting a consultative approach focused on the oversight, coordination and strategic planning of clients’ wealth.

The service is designed to deliver a cohesive and structured view of assets, supporting clients in informed financial decision-making and in the effective management of relationships with relevant stakeholders.

Service Offering:

• Global coordination of the client’s wealth;

• Optimization of cost structures and operational efficiency;

• Strategic investment advisory;

• Direct supervision of banks, asset managers and advisors;

• Continuous monitoring of the overall portfolio;

• Selection and Evaluation of qualified partners (asset managers, fiduciaries, advisors);

• Coordination with legal and tax professionals;

• Wealth and succession planning;

• Preparation of periodic consolidated reporting.