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For Families

Begin with a conversation.

Confidential Fit Assessment

Every relationship begins with a confidential fit assessment. Places are limited, and the private brochure is shared following an initial conversation.

Inquiries are treated in confidence and answered by email.

Areas of interest

Important Information

These pages describe services delivered by separate firms within the Swiss Finance family. Swiss Finance itself is an independent capital allocator. It does not provide investment, legal, or tax advice, does not market or distribute investment products, and does not offer services or products in any jurisdiction where doing so would be unlawful or unauthorised. Services depend on each family’s circumstances and eligibility, and not every family is accepted.

Wealth management and family office services are provided only by Swiss Finance Private Wealth Management LLC under its own agreements. Swiss Finance Private Wealth Management LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration with the SEC does not imply any specific level of skill or training, nor does it constitute an endorsement of the firm by the Commission. The Preferred Income Strategy is available only to eligible, suitable clients and is subject to the terms, counterparties, and conditions set out in its offering documents, which govern in all cases. Nothing on this website is an offer to sell, a solicitation of an offer to buy, or a recommendation regarding any security, financial instrument, or investment strategy.

Britannica Capital is a private investment management firm affiliated, through common control, with Swiss Finance Private Wealth Management. It is not a registered investment adviser. Its funds are offered privately, to qualified investors only, through definitive offering documents, and are not offered through this website. All investment involves risk, including loss of capital, and past performance is not indicative of future results.

Educational programs are provided by Swiss Finance Academy and Swiss Finance Institute®. Programs are educational; they are not employment and do not promise or guarantee any job, placement, admissions, or career outcome. Credentials issued by Swiss Finance Institute® are private credentials, not accredited degrees or professional licences. Applications and enrollment are handled by those firms under their own terms.

Residency planning is coordinated, not legal advice. The Swiss Finance family of firms is not a law firm and does not provide legal advice. Immigration legal services are provided by independent licensed attorneys. Petitions are adjudicated by U.S. Citizenship and Immigration Services, and approval is not guaranteed. EB-5 investments carry risk, including loss of capital. Program terms change periodically. Nothing on this website is an offer to sell or a solicitation of an offer to buy any security or investment, and no EB-5 project or investment is offered through this website.

Terms & Disclosures