Advisory Services

At Cape, we are here to provide a comprehensive and highly personalized set of advisory services built to help our clients to discover new opportunities and tap into their full potential.

Our Advisory Offerings

Family Office Services

We confidently manage complexity with precision, taking care of intergenerational legacies and manifold financial situations to ensure that you can focus on what matters most.

Family Office Set-Up & Organization

Trusts, Taxes & Estates

Next Gen Planning & Transfer

ESG Strategies & Initiatives

Philanthropic & New Venture Partner

Representation

Portfolio Management

We take administration of assets seriously, providing the guidance, resources and management needed to position your portfolio for long-term success.

Global Custody View and Consolidation

Liquid & Real Assets Overview

Cash Flow & Cost Management

Private Equity

Structuring Services & Family Funds

Research & Consulting

Investment Solutions

Operating on either a discretionary or advisory basis, we offer our clients a full range of in-house products as well as access to best-in-class external managers and individual investment opportunities

Asset Allocation

Focused Liquid Strategies

ESG/Impact Investment Opportunities

Manager Evaluation, Monitoring & Reporting

Risk Management & Control

Direct Investments

The Client Experience

Experience is everything at Cape. From day one, we focus on creating a partnership that provides every resource and opportunity necessary to ensure you understand your financial situation, position accordingly, and make your mark.

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Client Education

It all begins with education – we empower you to make the best choices for optimal outcomes by keeping you informed and educated about the choices and opportunities available at play.

Accessing Networks

The key to a balanced, effective life plan is access to opportunity. We cultivate a strong global network to provide our clients with unmatched external options to pair with our in-house products.

Experience. Support. Empowerment.

We are here to not only help you take control, but to help you find pathways to impact while positioning you and future generations for long-term success and empowerment

Get in touch

Type

SCHIPFE 2
CH-8001 ZÜRICH
SWITZERLAND

ASSET MANAGEMENT:
+41 43 888 45 60

WEALTH MANAGEMENT/
PRIVATE MARKETS:
+41 43 888 60 60

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