Switzerland

Era Finances Family Office Services

Era Finances Family Office Services provides comprehensive single and multi-family office advisory from Geneva, Switzerland. Supervised by FINMA, the entity delivers consolidated wealth reporting, succession planning, philanthropic structuring, governance advisory, and independent investment oversight for principal families and dynastic wealth holders.

Domicile

Geneva, Switzerland

Regulator

FINMA

Service Model

SFO & MFO Advisory

Client Profile

Principal Families & Dynasties

Documentation

Legal documents

Regulatory filings, disclosures, and compliance documents specific to Family Office Services.

Family Office Advisory AgreementPDFJanuary 2025

Master services agreement governing the advisory relationship, scope of services, fees, and confidentiality obligations.

Family Governance FrameworkPDFNovember 2024

Guidance document on family council structures, investment policy statements, and inter-generational governance.

Data Protection & Confidentiality Policy

How client family data is handled, stored, and protected in compliance with Swiss data protection law (nDSG).

Conflicts of Interest Policy

Framework for managing conflicts arising in multi-family office arrangements and third-party manager selection.

Regulatory Disclosures & Disclaimers

FINMA-required disclosures and risk warnings applicable to family office advisory services.

Contact

Rue du Rhône 14, 1204 Geneva, Switzerland

[email protected]

erafinances.com/family-office

Back to Family Offices

Era Finances Family Office Services — Family Offices | Era Finances Group

Era Finances Family Office Services

Legal documents