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Copernicus Wealth Management and Services Overview
Type
Multi Family Office
Year Founded
2016
General Information
Copernicus Wealth Management and Services is a multi-family office headquartered in Lugano, Switzerland. Established in 2016 by founding partners whose wealth originates from Swiss private banking and asset-management entrepreneurship, the firm provides consolidated oversight across investments, estate structuring and intergenerational governance for affluent families and entrepreneurs —delivers independent asset management, risk oversight and bespoke planning solutions.
Contact Information
Website:
https://www.groupcopernicus.com/
Year Founded:
2016
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
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