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Providenzia Wealth Management Overview
Type
Multi Family Office
Year Founded
2017
General Information
Providenzia Wealth Management is a multi-family office headquartered in Geneva, Switzerland. Founded in 2017, the firm originates from finance and legal professionals and oversees global multi-asset portfolios for wealthy families and institutions. It combines discretionary investment management, consolidated reporting, and corporate advisory with coordination of tax, legal, and estate matters, providing a single point of contact for complex cross-border wealth needs.
Contact Information
Website:
https://providenziawm.ch
Year Founded:
2017
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
Geneva, Switzerland
Portfolio & Notable Allocations
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