Ingenuity Family Office Sàrl

Overview

Ingenuity Family Office provides personal family-office services and advises clients on listed and unlisted assets. The firm says its recommendations are independent of providers.

Services

The firm’s stated expertise includes wealth planning, private-wealth management strategy, corporate finance, corporate services, treasury management, and philanthropy.

Ingenuity conducts heritage audits to support wealth structuring, organization, preservation, and intergenerational transfer.

Its consolidated reporting covers illiquid assets, multiple currencies, custodians, and clients, while day-to-day cash management supports ongoing administration.

Investment-management assistance includes asset-allocation advice, selecting investment advisers and asset managers, evaluating proposals, and monitoring direct investments.

Wealth-structuring work includes trusts and foundations, intergenerational preservation, and philanthropic advice.

For family-owned businesses, Ingenuity provides cost-management support, complex tax and accounting assistance, corporate governance and ESG guidance, and strategic development solutions.

The firm describes its open-architecture approach as supporting diversification through alternative and private-placement opportunities in debt and equity.

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Philanthropy
• Family governance and education
• Administration and bill pay
• Private and alternative investments

Leadership

Nicolas Anagnostou is Managing Director. Timoleon Sakkis, CFA, is listed for portfolio management and described as a financial consultant. Andy Tarn and Febvay Antoine are Business Associates.

Client Focus

Ingenuity works with high-net-worth individuals, families, business leaders, and family-owned businesses seeking coordinated advice across wealth, investments, corporate matters, treasury, and philanthropy.

Approach

The firm presents an open-architecture approach that combines wealth structuring, investment oversight, consolidated reporting, and family-business support around each client’s circumstances. It says its recommendations are independent of providers.

FAQs

Related resources

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  This fees guide outlines common ways multifamily offices charge for advice and related services. Readers can use it to prepare questions about costs for investment management, financial planning, tax planning, administration, bill pay, and private or alternative investments.

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  Profiles for Safira Wealth Management, T&T International Wealth Management AG, and Altrana Advisory AG offer similar points of comparison. Reviewing their stated services and client focus can help readers frame questions for a Geneva based adviser serving families, high net worth individuals, and business leaders.

Sources

1. Ingenuity Family Office
2. Consolidated reporting, cash management, investment management, and wealth structuring
3. Family-owned-business support
4. Open-architecture investment approach
5. Team

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.