Goldberg Capital Partners AG is a Zurich based, independent financial advisory firm, which provides asset management and multi-family office services.
Our challenge. To anticipate and continue to provide our customers with the traditional quality of Swiss financial services, based on reliability, confidentiality, transparency and professional rigor.
Through globalization and increasingly pervasive laws and regulations, maintaining these high standards has become a challenge and requires confirmed experience, flexibility and expertise. This is the challenge that we have decided to meet in the today’s traditional wealth management market.
Our philosophy. To communicate to our clients and their families all our services.
Independent and separate from any conflicts of interest, we adopt a business model oriented toward the maximum efficiency in terms of costs / benefits and use a commission system that favors realizing objectives and performance.
Our task is to help our clients to understand the more complex scenarios, to set goals and priorities, to identify the best strategies and to adopt the most effective solutions for their needs.
Our clients stay at the center of our consulting process and direct all our decisions.
Our purpose. To offer an authentic multi-family office service that can effectively support our clients and their families in the management of all their assets.
To become a point of reference and partner capable of providing an overview that, while taking into account the needs of our clients, helps them to make the best choices in the most efficient way.