Cefisa SA Overview

General Information

Cefisa SA is a multi-family office headquartered in Geneva. Founded in 2004 , the firm originates from a partnership of independent wealth managers and focuses on discretionary and advisory portfolio management, estate planning, and related administrative services for affluent families, entrepreneurs, and trusts , collaborating with reputable Swiss custodian banks to safeguard client assets while maintaining strict regulatory compliance and a long-term investment philosophy.