WELCOME TO CABLERIA GROUP

Building legacies that last beyond financial wealth

Meet Cableria Group

Cableria Group is a pre-eminent family office providing trusted financial planning and advisory services to ultra high-net-worth families and individuals across Europe. Based in Switzerland, we believe that proper wealth management serves to preserve and grow our clients’ family legacies for generations to come. We offer a comprehensive suite of services designed to help you achieve your financial goals while providing peace of mind that your wealth is in good hands.

Our mission centres on providing exceptional service, unparalleled expertise and tailored solutions shaped to the unique needs of each client. We strive to build long-term relationships with our clients based on trust, integrity and mutual respect.

Our Culture

At the heart of our family office lies a set of core values guiding all company initiatives and financial transactions.

Our commitment to integrity means we conduct ourselves with the utmost honesty and transparency across all dealings with clients and partners.

We place our clients’ evolving requirements and objectives at the center of our work and strive to provide customised solutions that meet their unique needs.

We firmly believe that collaboration and partnership are essential pillars for enduring business success and work closely with clients, partners and stakeholders to yield tangible outcomes.

Cableria Group advisors are dedicated to delivering exceptional service and embodying the highest standards of excellence in everything we do.

Services

Wealth Management

Cableria Group works with clients to develop customised investment strategies that align with their financial goals, appetite for risk and time horizons. Our integrated approach emphasises analytic rigour, active management and a focus on long-term value creation. We conduct ongoing monitoring of each client’s portfolio while making pertinent adjustments as needed to ensure that they remain on track to meet their distinct objectives.

Family Office Services

Our family office services aim to empower our clients with the tools to define their goals and enjoy their wealth to the fullest. We offer a range of luxury concierge services designed to make our clients’ business and personal lives easier and more enjoyable. From luxury travel planning and private event coordination to personal security and exclusive lifestyle management, we handle the details so you can focus on what matters most.

Tax and Estate Planning

At Cableria Group, we understand that the most intelligent financial decisions result from a comprehensive understanding of the full financial picture. Our advisors recognise the profound impact of proper tax planning on your financial security and are committed to helping clients optimise all aspects of their financial affairs.

Our tax management team diligently evaluates the overall tax implications of your estate plan. We advise on proper planning through family partnerships, trusts, individual ownership and charitable gifts while calculating tax liabilities that increase your overall net worth. We are proud to help clients navigate the complex world of tax and estate planning while ensuring total domestic and international compliance.

Philanthropy

Cableria Group believes that charitable giving is one of the most powerful ways to cultivate positive change in the world while establishing a legacy of giving. We partner with HNW individuals and families who wish to actualise a philanthropic vision that aligns with their values and goals while offering guidance and support to help them make a meaningful impact.

We work closely with non-profit organisations, foundations and other philanthropic institutions to identify opportunities for collective impact and create positive change in our communities. Our philanthropic services include the following core capabilities:

Grantmaking

We assist clients with assessing potential grant recipients, developing grant proposals and managing all aspects of the grantmaking process.

Impact Investing

Cableria Group helps clients discover opportunities to invest in socially responsible businesses and projects that reflect their philanthropic goals.

Donor-Advised Funds

We provide access to donor-advised funds, which allow clients to make tax-deductible charitable donations and have greater control over the distribution of their philanthropic funds.

Philanthropic Education

Our firm is proud to offer educational resources and opportunities to help clients learn more about philanthropy while developing a philanthropic vision for their family's legacy.

Grantmaking

We assist clients with assessing potential grant recipients, developing grant proposals and managing all aspects of the grantmaking process.

Impact Investing

Cableria Group helps clients discover opportunities to invest in socially responsible businesses and projects that reflect their philanthropic goals.

Donor-Advised Funds

We provide access to donor-advised funds, which allow clients to make tax-deductible charitable donations and have greater control over the distribution of their philanthropic funds.

Philanthropic Education

Our firm is proud to offer educational resources and opportunities to help clients learn more about philanthropy while developing a philanthropic vision for their family's legacy.

Contact

Contact Cableria Group to schedule a consultation with one of our experienced advisors. We look forward to hearing from you.