HELMS Family Office SA

Overview

HELMS Family Office SA presents itself as a Swiss multi-family office and alternative asset manager for private, institutional and corporate clients. Its work combines family-office support, fiduciary administration, wealth planning and investment management.¹

Services

HELMS supports first-generation and multigenerational families with wealth management, corporate structuring and succession planning. Its dedicated administration includes company incorporation, registered-office and director services, accounting, compliance administration, payroll, banking and treasury support, and company secretarial work.²

Its wealth and fiduciary services include investment and wealth planning, real-estate and tax management, philanthropy, private-fund structures, retirement planning and administration. Lifestyle support covers travel planning, concierge coordination, insurance matters, relocation, real-estate management, cash-flow management and tax submission.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client Focus

The firm works with private, institutional and corporate clients, including families seeking support across both first-generation and multigenerational wealth needs.¹²

Approach

HELMS designs strategic and tactical portfolio allocations around each client’s objectives and risk/reward profile. It conducts research and due diligence before selecting external funds and investment managers, and offers bespoke discretionary, advisory and execution-only mandates across real estate, private equity and venture capital, hedge funds, commodities, collectibles and other real assets.³

The firm states that it builds diversified multi-asset portfolios with risk management at the core and adapts its investment strategies as market conditions change. Its partnership philosophy emphasizes long-term relationships, trust, mutual respect, customized solutions, discretion and efficiency.¹³

Regulatory Status

HELMS Family Office SA appears on FINMA’s list of licensed portfolio managers supervised by the Organisme de Surveillance des Instituts Financiers (OSIF).⁴

FAQs

Related resources

• LocationMultifamily offices in Geneva

  This Geneva-focused page helps readers compare the local setting for multi-family offices, including Switzerland's private wealth, tax and fiduciary environment. It can clarify why a family or business owner seeking investment management, estate planning, administration or insurance advice might review firms serving clients from Geneva and nearby cantons.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com provides a separate directory for understanding corporate venture capital firms and their investment focus. A business owner considering private and alternative investments can use it to distinguish venture relationships from the broader wealth management, financial planning and retirement services offered by a Swiss multi-family office.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com lists family offices and investors that may help a reader research market participants by geography, investment interests or client type. The directory can support due diligence for owners seeking introductions or context around private investments, philanthropy, fiduciary work and administration, while keeping the focus on independently gathered information.

• GuideHow multifamily offices invest

  This guide explains common ways multi-family offices allocate capital across public markets, private assets and other strategies. It gives a prospective client a framework for discussing risk, liquidity, retirement goals and alternative investments with a Swiss firm serving private, institutional and corporate clients.

• Similar firmsSafira Wealth Management
  Terreus Capital AG
  ARISE Partners AG

  Profiles for Safira Wealth Management, Terreus Capital AG and ARISE Partners AG offer similar comparison points on this site. Reading those entries can help a family or business owner compare listed services such as investment management, tax and estate planning, fiduciary support, philanthropy, insurance and bill pay before making an inquiry.

Sources

1. HELMS Family Office SA - About Us
2. HELMS Family Office SA - Family Office Solutions
3. HELMS Family Office SA - Asset Management
4. FINMA - Licensed portfolio managers supervised by OSIF

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.