Copernicus Wealth Management and Services

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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


Corporate Office:
Lugano, Switzerland

Portfolio & Notable Allocations


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Copernicus Wealth Management And Services | Lugano Multi Family Office | Altss