Equilibrium
Family Office
Equilibrium
Family Office
Trusted. Private.
Trusted. Private.
Family wealth preserved.
Family wealth preserved.
With deep experience in global financial markets and a culture of discretion, EFO provides clarity and confidence in wealth management and portfolio construction. Every decision is thoughtful, transparent, measured, and always guided by our clients’ best interests. Our mission is to help our clients grow and preserve their wealth while simplifying their dealings with financial agents: refining portfolio holdings, enhancing returns, and optimizing costs, all while serving as a trusted advisor at every step.
With deep experience in global financial markets and a culture of discretion, EFO provides clarity and confidence in wealth management and portfolio construction. Every decision is thoughtful, transparent, measured, and always guided by our clients’ best interests. Our mission is to help our clients grow and preserve their wealth while simplifying their dealings with financial agents: refining portfolio holdings, enhancing returns, and optimizing costs, all while serving as a trusted advisor at every step.
With deep experience in global financial markets and a culture of discretion, EFO provides clarity and confidence in wealth management and portfolio construction. Every decision is thoughtful, transparent, measured, and always guided by our clients’ best interests. Our mission is to help you grow and preserve your wealth while simplifying your dealings with financial agents: refining portfolio holdings, enhancing returns, and optimizing costs, all while serving as a trusted advisor at every step.
Services
Services
Services
We provide a suite of family office services - asset management, compliance, advisory, and administration - designed to preserve wealth, reduce risk, and enhance our clients' quality of life.
We provide a suite of family office services - asset management, compliance, advisory, and administration - designed to preserve wealth, reduce risk, and enhance our clients' quality of life.
We provide a suite of family office services - asset management, compliance, advisory, and administration - designed to preserve wealth, reduce risk, and enhance our clients' quality of life.
Asset Management
Construct efficient, dynamic, and flexible portfolios for liquid financial assets, with a strict focus on minimizing costs. Align client returns with the extraordinary growth of developed-market tradable assets, while lowering volatility and managing risk through high-quality fixed-income allocations
Asset Management
Construct efficient, dynamic, and flexible portfolios for liquid financial assets, with a strict focus on minimizing costs. Align client returns with the extraordinary growth of developed-market tradable assets, while lowering volatility and managing risk through high-quality fixed-income allocations
Asset Management
Construct efficient, dynamic, and flexible portfolios for liquid financial assets, with a strict focus on minimizing costs. Align client returns with the extraordinary growth of developed-market tradable assets, while lowering volatility and managing risk through high-quality fixed-income allocations
Financial Agent Advisory
Provide personalized, client-focused support in dealings with banks, brokers, and other financial service providers. Coordinate communications, negotiate terms and fees, and ensure transparent execution in clients’ best interests
Financial Agent Advisory
Provide personalized, client-focused support in dealings with banks, brokers, and other financial service providers. Coordinate communications, negotiate terms and fees, and ensure transparent execution in clients’ best interests
Financial Agent Advisory
Provide personalized, client-focused support in dealings with banks, brokers, and other financial service providers. Coordinate communications, negotiate terms and fees, and ensure transparent execution in clients’ best interests
Reporting and Administration
Handle financial-asset administration comprehensively. Deliver consolidated reporting, performance and risk monitoring, cash and liquidity management, and orderly records, giving clients a clear, timely view of their wealth
Administration
Handle financial-asset administration comprehensively. Deliver consolidated reporting, performance and risk monitoring, cash and liquidity management, and orderly records, giving clients a clear, timely view of their wealth
Administration
Handle financial-asset administration comprehensively. Deliver consolidated reporting, performance and risk monitoring, cash and liquidity management, and orderly records, giving clients a clear, timely view of their wealth
Compliance and Bureaucracy
Navigate the complex requirements of financial service providers by streamlining documentation requests and cross-border compliance. Facilitate account openings and ensure seamless ongoing management of bank accounts, delivering efficiency and quality of life
Compliance
Navigate the complex requirements of financial service providers by streamlining documentation requests and cross-border compliance. Facilitate account openings and ensure seamless ongoing management of bank accounts, delivering efficiency and quality of life
Compliance
Navigate the complex requirements of financial service providers by streamlining documentation requests and cross-border compliance. Facilitate account openings and ensure seamless ongoing management of bank accounts, delivering efficiency and quality of life
Compliance
Navigate the complex requirements of financial service providers by streamlining documentation requests and cross-border compliance. Facilitate account openings and ensure seamless ongoing management of bank accounts, delivering efficiency and quality of life
Administration
Handle financial-asset administration comprehensively. Deliver consolidated reporting, performance and risk monitoring, cash and liquidity management, and orderly records, giving clients a clear, timely view of their wealth
Executive Team
Executive Team
Executive Team
Rooted in Swiss banking heritage and global business expertise, our team brings trusted perspective and judgment to every decision.
Rooted in Swiss banking heritage and global business expertise, our team brings trusted perspective and judgment to every decision.
