Appletree SA Background & Overview Overview

General Information

Appletree SA is a multi-family office headquartered in Geneva. The firm serves entrepreneurs and ultra-high-net-worth individuals, offering tailored solutions to address complex financial needs. With a focus on long-term value creation, Appletree SA manages diversified portfolios and provides advisory services across wealth management, succession planning, and investment strategies—supports clients in navigating evolving financial landscapes and preserving capital across generations.