Our umbrella of services

Consulting Services

We meet, listen to your needs and provide you the best strategies to your projects.

Family wealth creation

Life Insurance is a very effective tool for financial protection and portfolio diversification. Over the years, many High Net Worth individuals use Life Insurance not merely as a way to protect against the uncertainties of life but as a Wealth Creation tool.

Private banking service and fundraising.

Search for financing and investments. We have chosen to rely on specialists in these fields, in order to provide you with the best support.


Business angel

The contribution of our business angel service to a business manager is multiple:

  • Capital contribution
  • Provision of skills and experience
  • Network contribution

Financial strategy and investment advice

Depending on your expectations and the nature of the mission, we offer you a suitable solution.

Optimizing legal and property organization

We are particularly attentive to advising you on the best legal, financial and patrimonial arrangements that meet your objectives.

International Partner & Alliances

We get in touch with innovative and ecological partner companies whose offers complement our own strengths and offer you a tailor-made service.

Other Services

We offer you direct access to a range of VIP services in Geneva. Make things easier for your satisfaction. Personal and business services.

Financial planning advice that’s sound, practical and achievable

  • Cash Flow Management
  • Retirement Planning
  • Investment Planning
  • Financial Risk Management
  • Insurance Planning
  • Tax Planning

Other specialized services from the WL Performance group

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