+41 44 913 36 36 info@sinitus.com

Private Client Services

Private Wealth Advisors

Sinitus Group has created a holistic and well-coordinated approach to services focused on the areas of cash flow management, wealth accumulation, wealth protection and preservation, and the transfer of wealth in the most tax advantageous way. Our value-based services enable you to find a balance between your life and wealth goals.

We stand out from other wealth management firms because we build relationships with our clients and truly discover what motivates them. Through our unique discovery process we uncover our clients’ Visions, Values, and Goals and become dedicated to achieving their life goals.

Sinitus Group

Personal CFO Services

Sinitus Groups work with our clients to maximize their cash flow to create additional discretionary income used to fund their life and wealth goals. By maximizing cash flow, we create flexibility in how you achieve those goals.

Sinitus Group has a great deal of experience with helping you move your wealth to the next level. We excel at working with you to evaluate your current financial picture and then put a new or revised plan in place to spur growth. Whatever your goal may be, we will work towards making it a reality.

It isn’t always about how much money you make, it’s about how much money you keep. Sinitus Group focuses on protecting the wealth that you have built through efficient tax planning, entity structure, legacy planning and business planning.

Sinitus Group has developed an approach that is anchored in personal discovery, expertise, education, simplicity and flexibility. We help clients balance control and flexibility with more pragmatic concerns such as tax efficiency, disposition of assets, and management and protection of assets.

Wealth Accumulation & Preservation

Wealth Management Services

Sinitus Group has a great deal of experience with helping you move your wealth to the next level. We excel at working with you to evaluate your current financial picture and then put a new or revised plan in place to spur growth. Whatever your goal may be, we will work towards making it a reality.

At Sinitus Group, investment principals, portfolio efficiency and risk management are defined from the viewpoint of the client. Based on our custom measure of portfolio efficiency and risk, we create investment solutions by matching each goal with a specific strategy rather than creating a single overall portfolio.

Within the mission of protecting our clients’ income, family, legacy and all that they have accomplished, Sinitus Group`s team provides insight, counsel and execution. Different stages of a client’s life require different techniques and methods for valuing and addressing risk. We appreciate that not everyone faces the same risks, and we work to ensure that our clients and their loved ones are not subjected to undue turmoil or catastrophe.

You can’t avoid taxes, but you can avoid overpaying them. Not only can Sinitus Group often save clients money at the end of the quarter or the end of the year, we help them develop long-term tax minimization strategies to pay less taxes over time. When you have wealth, taxes should be a year-round part of your financial management activities.

Sinitus Group can work with you on a routine basis to help design your strategic plan for the future. We understand the need to have a dynamic approach to achieving your long-term strategies and goals, so we assist with forecasting the effects of anticipated growth as well as unexpected events and expenses.

Sinitus Group has developed an approach that is anchored in personal discovery, expertise, education, simplicity and flexibility. We help clients balance control and flexibility with more pragmatic concerns such as tax efficiency, disposition of assets, and management and protection of assets. Our team helps you, your estate attorney and your tax advisors in all aspects of developing and managing a personalized estate plan.

Every individual’s financial information should be kept in the strictest confidence. However, because financial information is document-intensive, shared by multiple service providers (such as attorneys, accountants, bankers and so on) and transmitted by email, confidentiality may sometimes be in question. Sinitus Group`s data aggregation system is a unified, secure, online space for obtaining up-to-date reviews, and updates on current activities.

Above & Beyond

Revolutionizing Wealth Management

Sinitus Group is committed to revolutionizing the way wealth is managed. We help crystallize your overall vision and work towards the attainment of your goals.

We do not offer a single, rigid financial product or solution, but expert team advice and a dynamic approach. We have developed a team structure supported by wealth management experts demonstrating competency across a broad range of financial issues.

Building professional relationships and structuring our team in this unique way allows us to offer wealth management expertise in various areas. This helps to ensure you receive the benefit of credible advice and solutions customized to your needs.