The Company
Héritage Riviera SA is a Multi-Family Office created to serve globally mobile wealthy clients and help them achieve their financial goals, as well as their life and succession objectives.
Héritage Riviera SA is a joint-stock company domiciled in Switzerland
- Our owners and directors are based in Switzerland and the United Arab Emirates
- Our professional experience and expertise cover the fields of asset management, wealth management, and investment migration
- The company is affiliated with a supervisory body responsible for preparing its application for authorization with FINMA in order to meet the requirements of the Financial Institutions Act (LEFIN)
Our Approach
- Tailor-made
- Transparent and Independent
- Agile and Professional
Our Services
By leveraging our extensive local and international network, we provide access to a wide range of specialists and expertise, covering the full spectrum of financial, life, and succession needs:
- Asset and wealth management, regulated in Switzerland and the United Arab Emirates
- Fiduciary services for individuals and businesses
- Real estate investments, both commercial and private
- Estate planning (Trust, Foundation)
- Lawyers specializing in private clients, family, and corporate matters
- Citizenship and residency through investment
- Domiciliation services
- Access to the best international private schools in the Riviera/Chablais region
- Comprehensive global insurance services with a 360° approach
Our Clients
- Individuals and families who are international, mobile, and in need of an independent and trusted advisor to help them achieve not only their financial goals but also their life and succession objectives
- Financial intermediaries who seek partnerships following the tightening of financial services regulations. We also offer them the possibility of taking over their company, either partially or entirely