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The Forum Finance Group SA Overview
Type
Multi Family Office
General Information
The Forum Finance Group SA is a multi-family office headquartered in Geneva. The firm provides independent advisory and wealth management services to high-net-worth families, focusing on portfolio construction, risk management, and tailored investment solutions. Its team works closely with clients to address complex financial needs, including succession planning and cross-border structuring—supports families in preserving and growing capital across generations.
Contact Information
Year Founded:
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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