WAKFINANCE

EXPERTISE

Experience in SME and Single Family Office Management

 

The principal partner has extensive experience in the management and support of small and medium-sized enterprisesas well as single family offices.
This expertise covers both the administrative domain in Switzerland – with a strong focus on accuracy and compliance – and the execution of projects and business initiatives related to commercial, patrimonial, or strategic activities.

The approach is based on:

  • a structured and compliant administrative framework aligned with Swiss standards,

  • operational follow-up enabling entrepreneurs and families to focus on their priorities,

  • guidance in the implementation of specific projects (investments, partnerships, business development),

  • access, when relevant, to an international network of contacts and experts.

This method, built on discretion, reliability, and competence, provides tailored support adapted to both local and international challenges.