Palazzo Riforma
Crocicchio Cortogna 6
6900 Lugano
Plaza Mercat 10,1,2A
07001 Palma
Illes Balears
By combining multi-disciplinary expertise and transparency with full strategic alignment with our partners, we drive sustainable long-term growth.
We build on strength through a Client-Centric approach in all our activities, ensuring that every initiative is aligned with our Clients’ priorities and goals.
We leverage our experience and explore legislative possibilities to deliver innovative solutions and measurable value.
Anchora Wealth Advisory is an independent multi-family office founded by five partners who share decades of international experience across diverse fields.
Our purpose is to empower clients to realize their ambitions by uncovering opportunities and anticipating potential risks before they arise.
We are devoted to constantly evolving our perspective and refining our internal processes, ensuring that we remain attuned to the ever-changing circumstances and aspirations of those we serve.
Drawing on years of experience advising Ultra-High-Net-Worth families, we are adept at meeting the intricate demands that accompany significant wealth — with precision, foresight, and care.
We maintain freedom of thought and action, ensuring that our advice and decisions are unbiased and tailored to our clients’ needs
We measure our success by our clients’ success, building trust and delivering bespoke solutions.
Every goal needs a team. Our approach combines teamwork, technical expertise, and experience to help families efficiently transfer wealth to future generations.
We help our clients navigate the complexities of wealth creation processes and structures.
A hub of knowledge, experience, efficiency and tailored solutions supporting the needs of the Family across the whole range of their affairs over the long term with an entrepreneurial mindset.
We support Clients on Global Assets Allocation and Investment Strategy decisions.
We provide advisory services to Private Equity Funds in various stages of the investment process.
Our Portfolio risk management involves processes to identify, assess, measure and mitigate risk within the portfolio.
The goal is to align the financial decision with the long-term targets to protect, maintain and enhance their wealth.
We can guide clients in creating and implementing the Family Governance and combine it with Directorship when need it.
Supporting family in several aspects such as household management, arranging business meetings or taking care of administrative duties.
