As advisors, our role at Darvas Capital, is to help families manage, plan and make clear decisions across every aspect of their legacy.
Our comprehensive services enable our clients to navigate the full scope of wealth stewardship with confidence and clarity
We provide an oversight of family assets, ensuring that investment, tax, estate, and cross-border matters are managed cohesively and with attention to long-held ambitions.
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Oversight of investment portfolios, including asset allocation and risk management.
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Development and implementation of tailored tax and estate strategies
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Coordination of international structuring for families with global interests.
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Regular review and adaptation of plans as family circumstances evolve.
Our advice extends beyond conventional asset management, addressing the unique needs of families involved in fast-moving industries and complex investment environments.
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Guidance on liquidity events, reinvestment and transition planning, including for families active in technology and SaaS businesses.
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Assistance with private equity, venture capital and alternative investment strategy.
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Support for family office structures and governance related to investment activities.
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Regular review and adaptation of investment strategy as family and legacy goals evolve.
We support families in creating structured frameworks for governance, succession and continuity, ensuring that knowledge and responsibility are passed on with clarity and purpose.
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Development of family governance documents, committees and policies.
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Structured succession planning, including leadership transition and next-generation preparation.
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Facilitation of family education and communication.
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Support for conflict resolution and alignment of values across generations.
For families with international interests, we offer practical, informed guidance on the issues and opportunities presented by global wealth.
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Advice on jurisdictional considerations for families with assets or residency in multiple countries.
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Coordination of compliance with international tax, regulatory and reporting requirements.
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Guidance on structuring assets and operations for global efficiency and compliance.
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Collaboration with local advisors to ensure coordinated, effective management.
We help families articulate and realise meaningful charitable ambitions, ensuring that giving is integrated with broader wealth and legacy planning.
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Assistance in defining philanthropic mission and priorities.
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Structuring and management of charitable vehicles such as foundations and trusts.
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Coordination with family governance frameworks to embed philanthropy in legacy planning.
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Guidance on impact measurement and reporting for transparency.
Our approach is underpinned by trusted collaborations with leading Swiss philanthropic organisations, allowing us to address a broad range of causes including social welfare, integration, education, environmental sustainability and scientific research. Working with these partners helps us ensure that our clients charitable objectives align with rigorous governance and proven impact standards, so that giving is both meaningful and effective, now and for the future.
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