Genève · Suisse
contact@montferrand.ch
Conseil indépendant — Genève
Independent advisory for private clients, families and entrepreneurs — guided by patience, precision and discretion.
Montferrand is an independent advisory house. We counsel a small number of families and entrepreneurs with the patience of those who measure time in generations, not quarters.
I — La Maison
We belong to no bank and sell no products of our own. That freedom lets us give one kind of advice only: the kind that serves you.
Each client works directly with a partner, from the first meeting onwards. Fees are clear, agreed in advance, and never tied to what we recommend.
II — Expertise
Strategic allocation, risk governance and consolidated oversight of your banking relationships.
→Independent selection of investments and structured products, competitively priced across issuers.
→Coordination of legal, tax and fiduciary partners; governance and succession across generations.
→Capital raising, liquidity events and treasury for entrepreneurs — from enterprise to private wealth.
→
“We do not forecast the weather.
We prepare you for the ascent.”
III — Méthode
Your objectives, constraints and horizon — before any product.
A complete review of your situation, risks and opportunities.
A written strategy with clear rationale, costs and alternatives.
Implementation with your banks, and candid reviews over time.
IV — Savoir-faire
In the valleys of the Jura, watchmakers have long assembled hundreds of parts so that a single hand moves with perfect regularity. We approach wealth the same way: many small components — allocation, structure, tax, succession — calibrated until the whole runs true.
It is quiet, patient work. It rarely makes headlines. It is meant to last.
Begin a conversation
V — Contact
Tell us briefly about your situation. A partner will reply personally within one business day.