PlusOne

Overview

PlusOne is a Geneva-based multi-family office founded in 2002 and run by partners with previous senior banking experience. The firm describes its team as highly qualified portfolio managers who share a common business approach, values and vision. PlusOne says its services are fully customized and that it operates without shareholder or management pressure. It also identifies itself as a founding member of the Swiss Association of Asset Managers (ASG).¹

History

PlusOne was established in 2002 in Geneva. Its leadership includes partners who previously held senior banking roles.¹

Leadership

The firm is run by partners with senior banking backgrounds. PlusOne also says its team includes highly qualified portfolio managers aligned around a shared approach, values and vision.¹

Services

PlusOne provides multi-family-office services covering wealth management, bank-account monitoring, asset consolidation, tax optimization, domiciliation, charitable-foundation setup and management, tax-document preparation, real-estate projects, real-estate financing, and jet and yacht financing.¹

The firm offers both discretionary and advisory asset-management mandates. It works with clients to develop investment strategies based on their personal and professional objectives, desired returns and risk tolerance. Each client receives a personalized investment and asset-allocation plan reviewed by a supervisory committee.²

PlusOne says it monitors technological, geopolitical and legal factors affecting investments on a daily basis. Its investment model uses open architecture, and the firm describes itself as independent when selecting investments.²

For real-estate projects, PlusOne provides financing advice and investment options through direct investments or funds.³

For professional clients, the firm offers cash-management assistance and commodity-hedging advice using forward or option contracts. Its commodity coverage includes crude oil, natural gas, gasoline and gasoil, corn, wheat, sugar, coffee and cocoa.⁴

PlusOne provides global wealth-planning and tax services, including tax-status analysis, pension-planning reviews, real-estate tax planning, estate-settlement tax work, tax-return preparation, tax statements, withholding-tax refund applications and discussions with tax authorities. For clients domiciled outside Switzerland, it prepares annual capital-income and capital-gains statements and foreign withholding-tax refund applications.⁵

What the firm offers

• Tax planning
• Philanthropy
• Private and alternative investments

Client focus

PlusOne serves families and professional clients seeking coordinated wealth-management, investment, tax, real-estate and specialist financing support. Its multi-family-office model is designed around customized planning and ongoing oversight.¹

Approach

PlusOne says its independent, open-architecture approach allows it to select investments without shareholder or management pressure. The firm builds strategies around each client's objectives, return expectations and risk tolerance, then submits the investment and asset-allocation plan to a supervisory committee for review.²

Assets and minimums

PlusOne reports a CHF 300,000 threshold for its personalized consulting services.¹

FAQs

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Sources

1. PlusOne home
2. PlusOne wealth management
3. PlusOne real estate
4. PlusOne professional services
5. PlusOne taxation

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.