Independent trusted partner for your wealth and family matters

Independent trusted partner for your wealth and family matters

Independent trusted partner for your wealth and family matters

Andean Advisory is a multi-family office based in Switzerland, established to provide highly personalized support to a select clientele, ensuring the protection and growth of wealth across generations.

About us

Our team is dedicated to guiding families through complex situations, offering consultancy on a wide range of wealth and family-related issues while managing their assets with care and sensitivity.

Founded on principles of transparency and authenticity, Andean Advisory achieves significant results that form the basis of long-lasting client relationships. Our commitment to delivering high-quality solutions, meeting both current needs and future requirements, and prioritizing the well-being of our valued clients drives and unites the team.

Delivering Tailored
Solutions

The essential independence upon which Andean Advisory is built allows us to tailor solutions and align our goals with those of our clients, thereby mitigating the risk of conflicts of interest. This, along with the extensive and international network built over decades, allows to select the best and most suitable professionals for each case, guaranteeing the quality of services provided.

Why Andean Advisory

Achieve complete awareness of your wealth thanks to a consolidated and comprehensive view of all your assets.

Benefit from efficiency in coordination and cost management, ceasing to be concerned about investment management, tax planning, estate planning, philanthropic activities, and succession planning.

Ensure long-term wealth preservation and family legacy by having a unique trustworthy counterpart for all your family financial, legal and personal affairs.

Aligning wealth with life goals

Aligning wealth with
life goals

Financial Advisory & Reporting

Starting from an accurate analysis of families financial situation, we participate in designing an investment strategy aligned with expectations and needs. We take care of the implementation, the monitoring and the evaluation of all the various financial counterparties, ensuring the agreed-upon investment directives are satisfied and that the best cost conditions are applied correctly. In order to better exercise the activity of supervision on the overall composition of families' wealth, we built an in-house software that allows us to periodically provide a detailed and easy-to-read report to our clients, giving them an immediate overlook on their wealth composition and performance over time.

Direct & Alternative Investments

Wealth Planning

Family Governance

Financial Advisory & Reporting

Starting from an accurate analysis of families financial situation, we participate in designing an investment strategy aligned with expectations and needs. We take care of the implementation, the monitoring and the evaluation of all the various financial counterparties, ensuring the agreed-upon investment directives are satisfied and that the best cost conditions are applied correctly. In order to better exercise the activity of supervision on the overall composition of families' wealth, we built an in-house software that allows us to periodically provide a detailed and easy-to-read report to our clients, giving them an immediate overlook on their wealth composition and performance over time.

Direct & Alternative Investments

Wealth Planning

Family Governance

Financial Advisory & Reporting

Starting from an accurate analysis of families financial situation, we participate in designing an investment strategy aligned with expectations and needs. We take care of the implementation, the monitoring and the evaluation of all the various financial counterparties, ensuring the agreed-upon investment directives are satisfied and that the best cost conditions are applied correctly. In order to better exercise the activity of supervision on the overall composition of families' wealth, we built an in-house software that allows us to periodically provide a detailed and easy-to-read report to our clients, giving them an immediate overlook on their wealth composition and performance over time.

Direct & Alternative Investments

Wealth Planning

Family Governance

+41 91 911 50 70

Andean Advisory SA
Viale Stefano Franscini 1
6900 Lugano (CH)

+41 91 911 50 70

Andean Advisory SA
Viale Stefano Franscini 1
6900 Lugano (CH)

+41 91 911 50 70

Andean Advisory SA
Viale Stefano Franscini 1
6900 Lugano (CH)

© Andean Advisory SA 2024

© Andean Advisory SA 2024

© Andean Advisory SA 2024