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ADVISORY

Family Office Advisory

استشارات المكاتب العائلية

IBRIDGE advises Gulf families on establishing and professionalising a family office presence in Switzerland: defining the mandate, designing governance, selecting service providers and setting up Geneva operations. We act in an advisory capacity only — we do not hold or manage assets, and every decision remains with the family.

What You Receive

A clear definition of the family office mandate, scope and cost base

Governance design: family charter, investment committee and decision rights

Independent shortlists of custodians, fiduciaries and counsel — with no referral arrangements influencing our advice

An operating model and reporting framework built for Geneva standards

Ongoing counsel as the office is established and staffed

Process

How It Works

01

Consultation

A confidential conversation — in Arabic, English or French — to understand the family's situation and objectives.

02

Assessment

A written view of whether a family office is justified, and in what form.

03

Design

Mandate, governance and operating model designed with independent Swiss specialists.

04

Establishment

We accompany the family through provider selection and setup — decisions remain yours.

FAQ

Frequently Asked Questions

Does IBRIDGE manage the family's assets?+
No. IBRIDGE acts in an advisory and coordination capacity only. We do not hold, manage or take custody of client assets, and we hold no discretionary mandates.
Is there a minimum wealth level for a family office?+
There is no fixed threshold — the structure has to justify its cost. We address this honestly in the first consultation, including when a family office is not the right answer.
Do we need a Swiss legal entity?+
Not always. Where an entity is appropriate, it is established by licensed Swiss counsel and fiduciaries; IBRIDGE coordinates but does not provide legal advice.

Begin with a Conversation

A confidential first consultation — in Arabic, English or French — to understand your situation and set out realistic options. No commitments, and no obligation to proceed.

Request a Consultation
Family Office Advisory — IBRIDGE SA | IBRIDGE SA