Services

GKC Advisors is a multi-family office based in Lugano and focused on the very specific investment management and advisory needs of high net worth individuals, families, trusts and charities, thanks also to a strategic network of selected Partners.

Know what you own,
and know why you own it.

Wealth & Asset Management

Acting as single point of contact for clients, GKC Advisors can manage all aspects of custody, banking transactions, investments settlement.

 

Consolidated reporting, tailor made and advisory services, with more than 20 years of experience: GKC Advisors can access to prime custodian banks, advantage fees for all banking services and investment transactions, with total transparency in charging structure.

 

GKC Advisors support clients in analyzing financial solutions and meeting their goals. We not only offer vast expertise in the financial field, but also detailed knowledge of the legal and economic framework within many jurisdictions. Furthermore, we support clients by analyzing third party investment ideas and discussing those that are the most suitable to their needs or improved solutions.

 

A highly diversified selection of management styles, with different risk profiles, to achieve long-term clients’ objectives.

Real Estate

We aim to maintain and improve the value of real estate assets over time. By integrating all aspects of dynamic asset management, GKC Advisors can respond effectively to the specific needs of different real estate asset classes, aiming at achieving the clients’ priority objectives.

 

Due to our network of partners and clients, we can offer exclusive access – often at reduced fees – to private equity, Start-up investments & Real Estate opportunities.

 

Well established expert partners in real estate, with past deals including commercial and residential real estate investments in Switzerland, Italy and Middle-East amongst others.

Family Office Services

GKC Advisors works with tax advisers and other specialist providers to achieve the necessary objectives for clients.

 

Analysis of the assets to generate wealth awareness and optimize the risk-return profile;
definition of a long-term strategic plan and an operational plan to achieve the desired objectives; implementation of changes that aim at the objectives’ achievement;
investment monitoring through the most sophisticated software applications and solutions provided for.

 

Assistance in structuring personal assets for wealth protection, succession & tax planning, including trust and company formation.

 

We do not provide tax advice (please review any investment with your own accountant and/ or lawyer first).