Addvision Partners

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Addvision Partners Overview

Type

Multi Family Office

Year Founded

2004

General Information

Addvision Partners is a multi-family office headquartered in Geneva, Switzerland. Founded in 2004 by former Lombard Odier and Lazard private bankers Amedeo Serra and John Burke, it advises entrepreneurial and multigenerational European families on portfolio construction, bank selection, consolidated reporting, and administrative matters, operating free of conflicts through a fee-only model—delivering pragmatic, cost-efficient long-term stewardship.

Contact Information

Website:
https://www.addvisionpartners.com/

Year Founded:
2004

Investment Focus & Strategy


Open To First Time Funds:

Institution Type:
Multi Family Office

Leadership & Principals


Corporate Office:
Geneva, Switzerland

Portfolio & Notable Allocations


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Addvision Partners | Geneva Multi Family Office | Altss