We are highly qualified professionals
With us, you benefit by obtaining comprehensive advice from a team of highly qualified professionals with a deep understanding of financial markets, legal frameworks, and most importantly, the individual needs of our clients. Thanks to our independence, we always represent solely the interests of our clients.
We provide unbiased, transparent recommendations that are sustainable on a long-term basis.
Our Family Office
Clavis Partners negotiates on your behalf, securing you an integrated and cost-efficient solution. Our aim is to deserve our clients' trust, so we are able to accompany them on all their personal and corporate ventures.
Our Clients
Clavis Partners feels honored to collaborate with families and entrepreneurs from different industries and countries. Our clients range from high-net-worth families and individuals to corporations and entrepreneurs with a wide range of investment goals.
Our Strategy
From investment objectives to wealth planning, we offer customized solutions to our clients.
We add value by protecting our clients' capital through stringent risk management as well as allocating assets according to the economic environment and market trends.
Our strategy enables us to preserve and develop clients' wealth over time.
Our Mission
Our mission is to excel in everything we do, exceeding our clients' expectations at all times. We strive to provide comprehensive wealth management so you can live the life you have always dreamed of.
Our multi-banking portfolio system enables our clients to have easy access and control of their holdings at all times while we orchester all personal and corporate matters.
