Lobnek Wealth Management

Lobnek Wealth Management

Founded in 2006, Lobnek Wealth Management anchors its identity in a dual-jurisdictional footprint — a registered investment adviser in New York with a related entity in Geneva, Switzerland. This architecture deliberately bridges the legal and cultural divide between US securities regulation and Swiss private-banking tradition, targeting families and individuals whose assets, residency, or citizenship span both continents. Lobnek's foundational premise is that cross-border families require a single fiduciary coordinating tax-aware portfolio construction across multiple tax domiciles, rather than separate providers in each country operating in isolation. The firm's investment posture centers on discretionary and non-discretionary portfolio management, treating direct indexing, globally diversified equity and fixed-income allocations, and alternative-asset fund selection as core building blocks. Financial planning runs alongside asset management, with the firm structuring cash-flow modeling, estate-planning coordination, and tax-transition strategies. The New York registration subjects Lobnek to the Investment Advisers Act of 1940, while the Geneva presence provides access to Swiss custody and private-banking infrastructure — a combination that supports direct custody of US and non-US securities within a unified reporting framework. The firm does not publicly disclose a standard asset-class allocation, but its dual-registration suggests exposure across equities, fixed income, and alternatives selected for tax efficiency in cross-border contexts. Lobnek maintains its US office in New York and its Swiss presence in Geneva, two cities that anchor the global wealth-management corridor running from lower Manhattan to the Rue du Rhône. The firm's team size is not publicly disclosed. The operating model resembles a multi-family office embedded within a registered investment adviser — providing family-CFO functions such as consolidated reporting, multi-generational education, and philanthropic advisory without converting into a formal MFO with external client ownership. No publicly reported spinouts, club memberships, or philanthropic foundations have been attributed to the firm or its principals. Lobnek's structural distinction lies in its dual-regulatory posture. Most US-registered advisers handle cross-border work through isolated correspondent relationships; Lobnek chose instead to build a Swiss-based entity that shares brand, philosophy, and likely personnel with the New York office. This architecture reduces the friction that cross-border families typically endure — reconciling statements across custodians, jurisdictions, and tax years — by making the advisory firm itself the consistent entity on both sides of the Atlantic. The succession and governance structure is not publicly known.