Capital Private Wealth's team focuses on identifying specific clients requirements or questions in order to develop the most appropriate Wealth Management strategy.

Examples of client requirements include:

- What risks am I really taking with my existing investments?

- Where are attractive investment opportunities?

- How to obtain the best possible terms for financing?

- Is my private company incorporated and held in the most
  efficient way?

- Will my investment strategy meet my personal and
  professional aims?

- How do I manage my wealth when relocating to Switzerland?

- How do I support my family members in achieving
  independence?

- How to I transfer my or the family's wealth to the next
  generation(s)?

- How to finance and develop the family business?

Developing a clear understanding of its client's requirements is of the utmost priority. An appropriate Wealth Management strategy can then be developed and the most appropriate solutions can be selected from a broad range of options.