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Serenity Network AG Family Office

Multifamily office listing in Martigny Wallis, Switzerland.

Headquarters
Martigny Wallis, Switzerland

A family office focused on protecting, growing, and consolidating family wealth for future generations. Serenity Network AG provides coordinated wealth, investment, banking, tax, risk, lifestyle, and administrative support for high-net-worth clients and their families.1

Overview

Serenity Network AG develops tailor-made concierge solutions based on each client’s business needs and personal circumstances. It coordinates financial and other specialist partners to address clients’ short- and long-term goals.1

The firm works only for and in the client’s name, offering coordinated services internationally and in multiple languages. It emphasizes availability seven days a week, 365 days a year.2

History

Serenity Network says it has 15 years of experience working with high-net-worth individuals alongside banks, financial advisers, and other service providers.2

Services

- Investment planning and monitoring: Serenity Network describes itself as an independent intermediary that selects specialist partners in Switzerland and internationally.3 - Banking and lending: Through partners, clients can access multicurrency accounts, term deposits, and credit products for personal and business goals.3 - Tax and risk management: Services include tax planning, tax strategies, and tax-efficient investments.3 - Lifestyle and administrative support: Its administrative and operational monitoring service is designed to help clients manage their time more efficiently.1

What the firm offers

  • Tax planning
  • Administration and bill pay
  • Risk and insurance
  • Cross-border planning

Client Focus

The firm supports high-net-worth individuals and families seeking coordinated assistance across wealth management, banking, tax, risk, lifestyle, and administration. Each client receives a custom proposal reflecting individual needs.1

Approach

Serenity Network says its decision-making is in-house, objective, and independent, using an open-architecture method. It emphasizes transparent explanations of fees and costs, including an estimated annual budget for a proposed setup.2

FAQs

What does Serenity Network AG do?

It provides family-office and concierge services covering investment planning and monitoring, banking and lending, tax and risk management, lifestyle services, and administrative support.3

How does the firm structure its recommendations?

Serenity Network coordinates specialist partners and uses an open-architecture approach, selecting partners in Switzerland and internationally according to client needs.3

Does Serenity Network provide customized proposals?

Yes. The firm says each client receives a custom proposal reflecting individual needs, business requirements, and personal circumstances.1

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Sources

  1. https://snfo.ch/about-us.html
  2. https://snfo.ch/
  3. https://snfo.ch/services.html

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.

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