OUR SERVICE FOR YOU
Expert Guidance for Your Success
Wealth Preservation and Financial Security
We help families protect and grow their wealth for future generations.
Our team focuses on wealth preservation and financial security, ensuring smart investments, tax efficiency, and risk management to keep your assets safe
and thriving.
Legacy & Succession Planning
Planning for the future is key, and our legacy & succession planning services ensure a smooth transition of wealth, business, and values.
We work closely with you to create estate plans, trusts, and family governance structures that reflect your vision and keep everything running seamlessly.
Bespoke Family Office Solutions
With bespoke family office solutions,
we take care of the big picture and the details. From managing investments and legal matters to handling lifestyle and philanthropy needs, our team provides personalized support so you can focus on what truly matters.
ABOUT US
Your Trusted Family Office
Welcome to our family office based in Zurich. We offer personalized wealth management and family services tailored to your specific needs. Our dedicated team helps you protect, grow, and transfer your wealth across generations.
From investments to estate planning, we provide hands-on support and expert guidance every step of the way. Partner with us for a trusted, long-term relationship focused on your financial well-being.
CONTACT
Contact us
Sardona Advisory AG
Feldeggstrasse 55
8008 Zürich
info@sardonaadvisory.ch