Ingenuity Family Office
Family officeGeneva · 4 people tracked
Investment thesis
Ingenuity Family Office positions itself as an independent advisor guiding families and business leaders in managing their listed and unlisted assets according to their constraints and aspirations. It emphasizes giving clients greater visibility, control, and consolidation of their data and affairs. The firm reviews investment proposals from clients' partners and issues independent recommendations aimed at limiting risk exposure and optimizing returns. Its expertise spans wealth planning, private wealth management strategy, corporate finance, corporate services and treasury management, and philanthropy. It also conducts heritage audits to support the structuring, organization, capital preservation, and transmission of private and professional wealth.
Source: firm website, verified Aug 2, 2026.
Team · 4 people
from the firm's websiteManaging Director of Ingenuity-FO, based in Geneva. Previously worked at Henley & Partners, a firm specializing in citizenship and residence planning, assisting private investors and entrepreneurs with their financial needs.
Business associate based in Shanghai who previously served as a business developer at Maxim's Investment & Management, a private equity boutique focused on insurance and real estate.
Property expert specializing in the sale of exclusive properties, serving wealthy families and investors seeking premium properties and investment projects.
CFA and financial consultant with 20 years of experience in the financial industry. Prior to Ingenuity-FO, he spent 7 years as a Senior Relationship Manager for UHNWI clients at Qatar National Bank.
Frequently asked questions
- What sectors does Ingenuity Family Office focus on?
- Ingenuity Family Office focuses on Sector Agnostic.
- Where is Ingenuity Family Office located?
- Ingenuity Family Office is headquartered in Geneva, CH.
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