Tree Capital SA

Overview

Tree Capital SA is an alternative investment services and financial consultancy firm founded in Geneva in 2018. The firm advises clients on preserving capital and creating wealth, with an international focus across the United States and Europe.¹²

History

Tree Capital was founded in Geneva in 2018. The firm states that its partners’ businesses are anchored in the Middle East, while its advisory work is largely international, particularly in the United States and Europe.¹

Leadership

Micky Chebli is Managing Partner. Tree Capital describes him as an investment banker with over 30 years of experience, including leadership of Capital Markets at Audi bank and management of its trading desk.¹

Jean-Pierre Bettin is President. He has worked across financial and industrial institutions for over 25 years and serves on boards of wealth management, industrial, and M&A companies.¹

The wider team includes Jean-Claude Chebli as External Legal Counsel, Kamal Comair as External Executive Advisor, Jean Rayes and Jean-Marie Gibeily as External Senior Investment Analysts or Advisors, and Jennifer Haddad, Ghadi Abdelnour, and Mounir Abou-Fadel in external investment analyst roles.¹

Services

Tree Capital offers six advisory disciplines:

- Portfolio advice and consolidated reporting - Real estate advice - Tax advisory - Trust and estate planning - Banking support - Investment advisory²

Its real estate work covers property acquisitions, development projects, real estate investments, and tailored real estate financing.²

Investment advisory includes private equity, venture capital, and other shareholdings. Planning services cover succession, family governance, intergenerational wealth transfer, and entity structuring.²

The firm also provides banking consultancy alongside portfolio advice, succession planning, and entity structuring.²

What the firm offers

• Investment management
• Tax planning
• Estate planning
• Family governance and education
• Private and alternative investments
• Cross-border planning

Client Focus

Tree Capital works with clients seeking support with capital preservation, wealth creation, investment opportunities, real estate transactions, financing, succession, and broader wealth planning. Its advice is designed for an international client base, particularly across the United States and Europe.²

Approach

Tree Capital says its advice is shaped around each client’s needs, preferences, and risk tolerance. The firm presents its investment professionals as providing tailored opportunities while maintaining total independence.²³

Assets

Tree Capital presents observed investment activity across 34 private equity and venture positions, 14 income real estate positions, 16 development and mezzanine positions, and 13 fund commitments.³

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.