Aguaverde Family Office SA
Family officeZug · 5 people tracked
Investment thesis
Aguaverde focuses on structuring family wealth for the benefit of future generations through confidential, cross-border services. Its work spans far-sighted succession planning across legal, tax and interpersonal dimensions, selecting suitable legal frameworks such as corporations, foundations and trusts, and advising on trustees and protectors. The firm also offers relocation support, international travel and event organization through discreet lifestyle management, and helps educate family members on the family's investment strategy.
Source: firm website, verified Aug 2, 2026.
Team · 5 people
from the firm's websiteWorked at Bank Vontobel (1985-1995) across Zurich, New York, Buenos Aires and São Paulo, then at Cantrade Privatbank and Bank Julius Bär (2005-2015), with a career focus on Latin America. Graduate of the Swiss Banking School (1996).
Business Economist FH who worked at Credit Suisse and Clariden Leu (2001-2014) as a Senior Private Banker focused on Latin America, and has been an independent asset manager since 2014.
Began her career in 2001 at Cantrade Privatbank and joined Bank Julius Bär in 2005 supporting a UHNW team focused on Latin America; now oversees operational and administrative processes at Aguaverde.
Has around 40 years of banking experience, having worked at Swiss Bank Corporation (now UBS) in various locations including New York and the Cayman Islands, followed by Reyl & Cie and Solitaire Wealth Management in private banking and asset management.
Worked at Aargauische Kantonalbank and Credit Suisse (1983-1990) and, after language stays in the US, Spain, Argentina and Brazil, supports the family office with administrative and language tasks.
Frequently asked questions
- What sectors does Aguaverde Family Office SA focus on?
- Aguaverde Family Office SA focuses on Sector Agnostic.
- Where is Aguaverde Family Office SA located?
- Aguaverde Family Office SA is headquartered in Zug, CH.
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