About Company

Finova > About Company

History

Finova was founded in 1985. The Finova Group of Companies is managed by the owners and is run as a partnership. The members and staff of the offices in Lucerne, Geneva and Dubai are all professionally trained and qualified with many years of experience in their respective fields of expertise and are multilingual covering German, English, French, Italian, Spanish, Portuguese, and Mandarin. Finova is regulated in Switzerland.

Finova is a high-end fully independent boutique fiduciary and trust company acting as a family office providing bespoke advice as well as financial and management services to individuals and corporations. We are driven by an entrepreneurial spirit and a strong commitment to give each client personal and dedicated attention.

We strive to provide our clients with compliant, cost-effective and sustainable solutions.

We are true to ourselves, and commit to always perform at our best.

Our goal is to preserve, protect and foster family wealth. We work closely with a network of legal and tax advisers through our staffs’ memberships with professional bodies such as the Society of Trust and Estate Practitioners (STEP) and International Tax Planning Association (ITPA) as well as many chambers of commerce to keep abreast with the constant changes in the legal, tax and regulatory environment.

Our understanding of a Family Office goes beyond the usual services and includes assistance with travels and leisure arrangements or identifying educational as well as health institutions for our clients.

Our version

Real multipurpose theme

We provide outstanding service through teamwork, accountability and innovation of which is reflected in the quality of our results.

Eco money

With up to 10 currency accounts with 45 currencies supported, you can instantly receive and send money to almost anyone anywhere in the world, anytime.

Fully customizable

Teamwork, experience, accountability and innovation – all of which is reflected in the quality of our results.

Why we exist

Finova is a high-end fully independent boutique fiduciary and trust company acting as a family office providing bespoke advice and financial and management services to individuals and corporations. We are driven by an entrepreneurial spirit and a strong commitment to give each client personal and dedicated attention.

The majority of our clients come through the recommendation of our current clients or through the recommendation of our networking since Finova works hand in hand with large law firms and main players in the industry, which allows us, in addition to attracting clients, to have the necessary networking to advise. to our clients in a wide range of situations.

This is the cornerstone of everything we do for clients. We care about providing comprehensive advice and support in every case.

Our clients trust us to securely and confidentially resolve difficult tax, accounting, and other associated issues securely and confidentially. Our networks trust us to recommend their clients since they have worked hand in hand with us over the last few years and have always received positive feedback from their clients.