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Copernicus Wealth Management SA Background & Overview Overview
Type
Multi-Family Office
General Information
Copernicus Wealth Management SA is a multi-family office headquartered in Lugano. The firm provides tailored wealth management, asset allocation, and fiduciary services to high-net-worth families, supporting their investment, succession, and estate planning needs. With a focus on comprehensive financial oversight, Copernicus Wealth Management SA serves as a trusted advisor—helps clients navigate complex financial landscapes and preserve wealth across generations.
Contact Information
Website:
Year Founded:
Copernicus Wealth Management SA Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi-Family Office
Copernicus Wealth Management SA Leadership & Principals
Title:
Email:
Corporate Office:
Lugano, Switzerland
Copernicus Wealth Management SA Portfolio & Notable Allocations
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