Captiva Family Office in Zug has become what it is through the complementary vision of its staff with the aim of becoming trusted advisors to our clients. While listening to the wishes of our clients and respecting their opinions, the basis is laid for close cooperation. This cooperation results in a clear asset structure plan tailored to our clients’ needs. We keep in regular contact with our clients.

We try to become our clients’ closest advisor. He or she is often struggling with questions about cost structures, independency, reliability and transparency. We assist our client with making sense of all the different (bank) documents, the choice of solid, financial institutions and the analysis of paid costs. This protection is essential. Together we take a critical look at the client’s current state of affairs and provide structure and content for his or her ideas.

Our clients choose Captiva Family Office because of our expertise, the exclusive attention we pay them, our permanent availability, the support we give, the savings we make and the independence they gain.