Our private services
A trust company and family office, Mazolo & Cie supports its private clients in the protection, optimisation and transmission of their wealth, with discretion and method. Our services are designed to respond precisely to each situation, whether the aim is to optimise your assets, prepare your financial future or access a dedicated concierge service.
The full range of our services
Mazolo & Cie provides comprehensive and integrated support, without recourse to external providers. As a 360-degree trust company, we address your private and professional needs alike, thanks to our Geneva network and our team of experts.
Whether you wish to set up a company, structure your wealth or manage your tax obligations, we support you at every stage and take charge of the administrative and legal formalities. Our services can be tailored to your requirements. An initial meeting, free of charge and without obligation, gives you the opportunity to discuss your needs.
Our services
Fiduciary services
We simplify the management of your affairs while guaranteeing compliance and efficiency. Our services cover fiduciary administration, bookkeeping and financial reporting, the preparation of tax returns and representation before the tax authorities.
Family office services
We provide integrated and discreet management of your family affairs, in support of continuity across the generations. Our services include the administration of family structures, the integrated management of assets, the preparation of succession and support for philanthropic initiatives.
Wealth management
We optimise and protect your wealth through bespoke solutions. Our services include asset management, wealth structuring, tax optimisation and estate planning.
Pension planning services
We help you to secure your family's financial future and to anticipate life's uncertainties. Our services include individual pension plans, life and disability insurance solutions, occupational pension planning and risk management.
Investment advisory
We support you in structuring and managing your investments, in line with your objectives and your tolerance for risk. Our services cover portfolio analysis and management, alternative investments and sustainable investment strategies (ESG).
Bespoke financial planning
Together with you, we build a plan suited to your long-term objectives. Our services include bespoke financial plans, retirement preparation, cash flow management and pension planning strategies.
Legal and tax assistance
We guide you through legal and tax matters with advice tailored to your circumstances. Our services include private tax consultation, international tax planning, representation before the tax authorities and the management of legal structures.
Special projects management
We oversee your most demanding projects, with method and attention to detail. Our services cover the supervision of real estate projects, coordination with specialist providers and the organisation of private events.
International mobility management
We facilitate your mobility by taking charge of the tax, legal and practical aspects of your relocation. Our services include relocation assistance, tax strategies for expatriates, international tax planning and the obtaining of residence and work permits.
Concierge service
We place a dedicated concierge service at your disposal, from everyday matters to the most exclusive services. Our services include private property management, the organisation of travel and stays, the booking of cultural and sporting events, as well as bespoke services on request.
Our commitments
Our expertise draws on more than thirty years of experience in finance and business law, in support of wealth solutions tailored to your situation. Confidentiality is at the heart of our practice: your affairs are handled with discretion and your information is protected. Our network of international partners also opens access to selected opportunities.
Let us discuss your objectives
Enjoy a first confidential meeting with one of our experts to discover how we can support you.
Book an appointment