The core activity of MultiPlus Finance is independent and objective wealth management and consulting for private individuals, families, foundations and congregations. They offer a comprehensive range of services, including monitoring and optimizing assets, supporting strategic decisions, controlling costs and improving wealth management. Acting as a "Family Office", they focus on long-term asset preservation and growth for their clients.
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Independent, objective and tailored advice to track, manage and optimize wealth, with support for strategic decisions and respect for the mandates.
Wealth consolidation
Consolidation of diversified wealth, with detailed control of assets, consolidation of accounts and improved visibility on financial, real estate or personal property assets.
Wealth monitoring and management analysis
Rigorous monitoring and management analyses to control wealth, provide the information needed and support management decisions.
Management mandates
Setting up management mandates, directly or via partners, for bank accounts in Switzerland and Luxembourg.
Wealth restructuring
Restructuring of wealth to adapt the management of assets to the needs of families, foundations, associations, religious congregations and pension funds.
Ethical investments
Ethical investments integrated into personalized wealth solutions, with a tailored approach to management and advice.
Real estate advice
Real estate advice as part of wealth support and asset management.
Legal, tax and notarial advice
Legal, tax and notarial advice to support the management and structuring of wealth.
Philanthropic approach
A philanthropic approach integrated into wealth advice for clients who want to organize their commitments and decisions on asset transfer.
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