LAGOM Family Advisor SA

Overview

LAGOM Family Advisors SA is a Swiss multi-family office serving a small number of families and wealthy investors. Its work is focused on preserving, protecting, and managing financial, entrepreneurial, and family wealth across generations. The firm describes its model as independent and dedicated to a very small number of families and wealthy investors.¹³¹⁵

History

LAGOM Family Advisors SA was established in 2017.²

Leadership

Severino Pugliesi is CEO and co-founder. Francesca Volpato is an advisor. Giacomo Malinverno and Paola Nisoli are analysts.¹¹¹²¹³

Services

LAGOM provides investment and wealth monitoring through consolidated reporting, performance calculations, cost checks, mandate comparisons, and fund analysis.⁴

Its asset-allocation service includes customized benchmarks, investment objectives, risk profiles, strategic allocation, and long-term wealth-management planning. The firm also evaluates alternative investments, private equity, and direct investments.⁵⁶

The firm supports family education and next-generation involvement in wealth-continuity planning. It also coordinates tax and legal support with external specialists, including lawyers, accountants, and trustees.⁷⁸

Additional services include succession planning and customized support involving real estate, trusts, corporate mandates, and philanthropy.⁹

What the firm offers

• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Family governance and education
• Private and alternative investments

Client Focus

LAGOM works with a very small number of families and wealthy investors seeking coordinated financial and administrative wealth management across generations.¹¹⁵

Approach

LAGOM describes its operating values as independence, professionalism, confidentiality, flexibility, and transparency.¹⁰

FAQs

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Sources

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.