Overview

CVA Family Office

Information by Research Trustfinance

https://www.cva-fo.com/

Founded in 2011 in Geneva, Switzerland, CVA Family Office operates as an independent advisory firm dedicated to preserving and growing the wealth of its client families across generations. The firm offers a holistic approach to wealth management, encompassing strategic asset allocation, private market investments (including real estate and private equity), wealth planning, family governance, and consolidated reporting. CVA emphasizes its independence from banks and financial institutions, allowing it to provide unbiased advice tailored to the unique, long-term objectives of each family it serves.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Insurance
  • Other Service

HQ Location