Confidential family office
affairs of Fortune 500 and
Forbes 100 ultra-high net
worth individuals

About Centiveo

Centiveo AG, headquartered in Zurich, Switzerland, is a privately-owned, international advisory company with a special focus on family office services.

The Firm's principals and core team members, each expert and experienced in their respective fields, have securely and successfully managed the confidential private family office affairs of Fortune 500 and Forbes 100 ultra-high net worth individuals for more than ten years.

Dedication to customers, personalization of services, the quality of the work, the skills and the seriousness of the team — that we are. All the professionals in Centiveo are hired with permanent contracts and together represent a great asset for the Company's reputation.

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“Absolute discretion and integrity is key to everything we do.”

Vladislav Osipov, Managing Director

What We Do

Advisory

Centiveo has the distinct advantage of being a boutique advisory firm, able to work closely with a small number of select clients and focus on an individual client's precise personal needs and objectives.

Centiveo principals have securely and successfully managed the confidential private family office affairs of Fortune 500 and Forbes 100 ultra-high net worth individuals for more than ten years. Long-standing professional relationships exist with principal banks, leading law firms, tax advisers, insurance and service firms worldwide.

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Strategy

There is no substitute for global expertise and experience, critical to effective asset management, absolute asset protection and long-term growth. Centiveo provides this expertise and experience.

A diverse range of investment and financial management strategies have been employed by the Centiveo team, carefully maximizing use of funds and returns for clients.

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Financial Planning

The World is fast-moving, with changes in political environment, legal frameworks, central bank policies, currency fluctuation, national and sector performance. Centiveo assists its clients to understand, plan and manage risks in order to ensure a carefully planned yet diversified approach to investments.

  • Wealth preservation
  • Investment objectives
  • Risk profiles
  • Asset allocation
  • Supporting banking relationships
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Governance

Proper controls are essential to prudent financial management. The Centiveo team is disciplined and experienced in overseeing these areas, ensuring functioning procedures across client activities.

  • Maintaining controls and records
  • Consolidated performance reporting
  • Tax preparation and reporting
  • Managing audits
  • Fraud investigation
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Solutions