Family Office
Univest Family Office
Basel, Switzerland
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Univest Family Office is a wealth management firm specializing in providing comprehensive financial services to high-net-worth individuals and families. The company offers tailored solutions in investment management, estate planning, tax advisory, and succession planning, aiming to preserve and grow client wealth across generations. Univest Family Office is recognized for its client-centric approach and fiduciary commitment, maintaining a reputation for discretion and personalized service. The firm operates primarily in key financial centers and has established itself as a trusted advisor within the private wealth management sector.
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